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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $100,806 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 28 · EIN 36-4291971 | Investment Management | $60,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,678 | $112,686-3.6% | $169,993-36.1% | $80,160+35.6% |
| Participation rate | 99.8% | 87.4%+12.4pp | 87.0%+12.8pp | 72.9%+26.9pp |
| Annual return | 18.16% | 67.04%-48.9pp | 53.37%-35.2pp | 40.38%-22.2pp |
| Employer contribution / active EE | $7,734 | $4,481+72.6% | $6,785+14.0% | $2,978+159.7% |
| Participant deferral / active EE | $5,980 | $7,876-24.1% | $10,408-42.5% | $5,017+19.2% |
| Admin fee / account holder | $83 | $99-16.0% | $12,815-99.4% | $145-42.5% |