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 |
|---|---|---|
NEWPORT GROUP, INC.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $4,126 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 18 · EIN 94-1737782 | Custodial (other than securities); Tr... | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Trustee (bank, trust company, or simi... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,391 | $132,049+13.9% | $200,582-25.0% | $74,304+102.4% |
| Participation rate | 98.2% | 84.1%+14.2pp | 86.9%+11.3pp | 60.3%+37.9pp |
| Annual return | 13.83% | 22.22%-8.4pp | 42.33%-28.5pp | 29.43%-15.6pp |
| Employer contribution / active EE | $9,323 | $4,558+104.6% | $6,419+45.2% | $2,241+316.0% |
| Participant deferral / active EE | $8,604 | $7,213+19.3% | $9,331-7.8% | $3,767+128.4% |
| Admin fee / account holder | $16 | $2,405-99.4% | $16,305-99.9% | $2,969-99.5% |