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 | Distribution (12b-1) fees; Shareholde... | $116,713 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $350 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,864 | $79,124+4.7% | $60,874+36.1% | $64,808+27.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 73.1%+26.9pp | 71.5%+28.5pp |
| Annual return | -13.54% | -7.13%-6.4pp | 16.90%-30.4pp | 32.82%-46.4pp |
| Employer contribution / active EE | $7,345 | $3,050+140.8% | $2,701+171.9% | $2,506+193.1% |
| Participant deferral / active EE | $0 | $3,725-100.0% | $3,817-100.0% | $4,310-100.0% |
| Admin fee / account holder | $109 | $106+3.0% | $3,224-96.6% | $188-42.1% |