Filed September 22, 2008 (most recent of 2 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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $7,743 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,671 | $38,925-28.9% | $73,843-62.5% | $55,191-49.9% |
| Participation rate | 47.2% | 66.0%-18.9pp | 73.4%-26.3pp | 69.2%-22.0pp |
| Annual return | 0.12% | 6.31%-6.2pp | 2267.84%-2267.7pp | 10.78%-10.7pp |
| Employer contribution / active EE | $154 | $1,695-90.9% | $2,787-94.5% | $1,899-91.9% |
| Participant deferral / active EE | $1,192 | $2,351-49.3% | $3,583-66.7% | $3,046-60.9% |
| Admin fee / account holder | $34 | $83-59.2% | $4,880-99.3% | $91-62.7% |