Filed June 18, 2013 (most recent of 4 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.4+ years Filed as: CHARLES SCHWAB BANK Service code 12 · EIN 42-1558009 | Account maintenance fees; Custodial (... | $9,471 |
NEWPORT GROUP, INC.3+ years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Recordk... | $3,983 |
CHARLES SCHWAB & CO., INC.2 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,479 | $79,523+6.2% | $140,016-39.7% | $56,287+50.1% |
| Participation rate | 95.4% | 85.7%+9.7pp | 87.5%+7.9pp | 69.9%+25.6pp |
| Annual return | -4.05% | 2.39%-6.4pp | 651.12%-655.2pp | -9.96%+5.9pp |
| Employer contribution / active EE | $4,215 | $3,350+25.8% | $5,606-24.8% | $2,111+99.7% |
| Participant deferral / active EE | $5,687 | $5,129+10.9% | $6,927-17.9% | $3,350+69.8% |
| Admin fee / account holder | $11 | $614-98.2% | $10,705-99.9% | $521-97.9% |