Filed September 30, 2013
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.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $56,953 |
Filed as: MJM FINANCIAL LLC Service code 28 · EIN 86-0882983 | Investment Management | $32,000 |
MAYER HOFFMAN MCCANN P.C.2+ years Service code 10 · EIN 43-1947695 | Accounting | $8,500 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $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 | $49,067 | $57,921-15.3% | $84,750-42.1% | $57,658-14.9% |
| Participation rate | 91.5% | 72.9%+18.5pp | 76.6%+14.9pp | 70.2%+21.2pp |
| Annual return | 8.28% | 10.24%-2.0pp | 22.78%-14.5pp | 5.13%+3.1pp |
| Employer contribution / active EE | $993 | $2,598-61.8% | $3,574-72.2% | $1,974-49.7% |
| Participant deferral / active EE | $6,299 | $2,742+129.7% | $3,712+69.7% | $3,061+105.8% |
| Admin fee / account holder | $115 | $130-11.4% | $5,332-97.8% | $95+21.6% |