Filed September 6, 2016 (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 12 · EIN 13-3689044 | Investment management; Participant lo... | $86,947 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $550 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $83,127 | $95,542-13.0% | $69,455+19.7% | $67,579+23.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 74.6%+25.4pp | 71.3%+28.7pp |
| Annual return | 5.85% | 17.67%-11.8pp | 28.97%-23.1pp | 378.56%-372.7pp |
| Employer contribution / active EE | $7,125 | $2,989+138.4% | $2,779+156.4% | $2,148+231.7% |
| Participant deferral / active EE | $0 | $3,263-100.0% | $3,535-100.0% | $3,539-100.0% |
| Admin fee / account holder | $83 | $90-7.5% | $3,839-97.8% | $142-41.6% |