Filed February 13, 2014 (most recent of 3 filings on file)
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.8 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $206,609 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 28 · EIN 36-4291971 | Investment Management | $80,000 |
FORVIS MAZARS, LLP4 years Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $24,360 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,771 | $160,882-12.5% | $200,582-29.8% | $102,872+36.8% |
| Participation rate | 99.1% | 91.2%+7.9pp | 86.9%+12.2pp | 73.0%+26.0pp |
| Annual return | 15.61% | 18.15%-2.5pp | 42.33%-26.7pp | 19.06%-3.4pp |
| Employer contribution / active EE | $8,283 | $5,602+47.9% | $6,419+29.0% | $3,526+134.9% |
| Participant deferral / active EE | $6,583 | $9,300-29.2% | $9,331-29.4% | $5,535+18.9% |
| Admin fee / account holder | $120 | $125-3.6% | $16,305-99.3% | $292-58.8% |