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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $54,181 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 28 · EIN 36-4291971 | Investment Management | $40,000 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $19,110 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.8+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,938 | $95,918-3.1% | $151,611-38.7% | $77,904+19.3% |
| Participation rate | 99.9% | 88.7%+11.2pp | 87.5%+12.4pp | 73.7%+26.2pp |
| Annual return | -14.19% | -5.50%-8.7pp | 3.33%-17.5pp | 12.21%-26.4pp |
| Employer contribution / active EE | $7,024 | $4,330+62.2% | $6,166+13.9% | $2,848+146.7% |
| Participant deferral / active EE | $5,381 | $7,508-28.3% | $8,363-35.7% | $4,806+12.0% |
| Admin fee / account holder | $47 | $93-50.0% | $11,616-99.6% | $133-64.8% |