Filed June 25, 2014
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 7-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.2+ years Filed as: SCHWAB REITREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $280,039 |
INVESCO2+ years Filed as: INVESCO ADVISERS INC Service code 28 · EIN 58-1707262 | Investment Management | $126,586 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS LLC Service code 28 · EIN 34-1542819 | Investment Management | $60,000 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $6,431 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC AFFILIATES Service code 59 | Shareholder Servicing | $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 | $106,495 | $80,211+32.8% | $74,183+43.6% | $63,975+66.5% |
| Participation rate | 94.6% | 84.2%+10.4pp | 76.6%+18.0pp | 71.1%+23.4pp |
| Annual return | 8.90% | 14.13%-5.2pp | 17.74%-8.8pp | 48.65%-39.8pp |
| Employer contribution / active EE | $4,088 | $2,553+60.1% | $2,370+72.5% | $2,182+87.4% |
| Participant deferral / active EE | $6,427 | $4,370+47.1% | $3,550+81.0% | $3,356+91.5% |
| Admin fee / account holder | $132 | $67+96.6% | $5,586-97.6% | $70+87.5% |