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.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $53,389 |
BKD, LLP3+ years Service code 10 · EIN 44-0160260 | Accounting | $15,080 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,644 | $89,274-14.1% | $149,718-48.8% | $77,958-1.7% |
| Participation rate | 99.4% | 87.6%+11.8pp | 87.1%+12.3pp | 71.6%+27.8pp |
| Annual return | 15.84% | 20.36%-4.5pp | 1501.63%-1485.8pp | 20.87%-5.0pp |
| Employer contribution / active EE | $1,423 | $3,727-61.8% | $5,445-73.9% | $2,310-38.4% |
| Participant deferral / active EE | $3,671 | $5,382-31.8% | $6,569-44.1% | $3,537+3.8% |
| Admin fee / account holder | $33 | $240-86.1% | $11,283-99.7% | $97-65.8% |