Filed March 24, 2014 (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 |
|---|---|---|
Filed as: ALERA GROUP INC Service code 28 · EIN 81-4473358 | Investment Management | $82,088 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $67,034 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $152,116 | $129,021+17.9% | $184,203-17.4% | $77,643+95.9% |
| Participation rate | 98.6% | 87.3%+11.3pp | 86.8%+11.8pp | 70.6%+28.0pp |
| Annual return | 12.74% | 33.27%-20.5pp | 28.81%-16.1pp | 31.24%-18.5pp |
| Employer contribution / active EE | $6,515 | $4,413+47.6% | $6,427+1.4% | $2,726+139.0% |
| Participant deferral / active EE | $6,140 | $7,297-15.9% | $9,131-32.8% | $4,647+32.1% |
| Admin fee / account holder | $457 | $254+80.2% | $13,901-96.7% | $430+6.3% |