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.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $228,074 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 28 · EIN 36-4291971 | Investment Management | $100,000 |
FORVIS MAZARS, LLP3 years Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $43,575 |
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 | $124,926 | $122,693+1.8% | $184,203-32.2% | $199,593-37.4% |
| Participation rate | 99.5% | 86.8%+12.7pp | 86.8%+12.7pp | 72.0%+27.6pp |
| Annual return | 14.18% | 143.91%-129.7pp | 28.81%-14.6pp | 34.25%-20.1pp |
| Employer contribution / active EE | $8,188 | $4,584+78.6% | $6,427+27.4% | $3,034+169.9% |
| Participant deferral / active EE | $6,418 | $7,990-19.7% | $9,131-29.7% | $5,087+26.2% |
| Admin fee / account holder | $127 | $121+5.1% | $13,901-99.1% | $269-52.9% |