Filed November 24, 2014 (most recent of 3 filings on file)
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 |
|---|---|---|
TRI-AD ACTUARIES, INC.2+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $17,281 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
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 | $41,418 | $38,969+6.3% | $109,313-62.1% | $55,167-24.9% |
| Participation rate | 97.4% | 58.2%+39.2pp | 71.3%+26.1pp | 69.0%+28.4pp |
| Annual return | 9.16% | 8.26%+0.9pp | 22.07%-12.9pp | 169.23%-160.1pp |
| Employer contribution / active EE | $2,098 | $1,227+71.0% | $3,892-46.1% | $1,963+6.9% |
| Participant deferral / active EE | $3,343 | $2,176+53.7% | $3,166+5.6% | $3,054+9.5% |
| Admin fee / account holder | $127 | $501-74.6% | $5,666-97.8% | $504-74.8% |