Filed November 19, 2009
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $26,917 |
MILLIMAN, INC.4+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $23,165 |
CHARLES SCHWAB & CO., INC.4+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,983 | $82,546-75.8% | $140,016-85.7% | $75,289-73.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 72.4%+27.5pp |
| Annual return | -1.30% | -0.36%-0.9pp | 651.12%-652.4pp | -0.04%-1.3pp |
| Employer contribution / active EE | $534 | $3,856-86.1% | $5,606-90.5% | $2,405-77.8% |
| Participant deferral / active EE | $2,088 | $5,731-63.6% | $6,927-69.9% | $3,739-44.2% |
| Admin fee / account holder | $21 | $86-75.8% | $10,705-99.8% | $102-79.7% |