Filed December 28, 2016
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STEPHEN C. HIMEL CPA LLC2 years Filed as: STEPHEN C HIMEL CPA LLC Service code 10 · EIN 20-8410792 | Accounting | $6,000 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,863 | $33,826+142.0% | $88,538-7.5% | $67,579+21.1% |
| Participation rate | 88.4% | 64.6%+23.8pp | 68.7%+19.6pp | 71.3%+17.1pp |
| Annual return | 22.46% | 68.24%-45.8pp | 43.64%-21.2pp | 378.56%-356.1pp |
| Employer contribution / active EE | $2,484 | $1,232+101.7% | $2,098+18.4% | $2,148+15.7% |
| Participant deferral / active EE | $5,165 | $2,089+147.3% | $2,914+77.2% | $3,539+45.9% |
| Admin fee / account holder | $5 | $134-96.4% | $4,310-99.9% | $142-96.6% |