Filed April 18, 2016 (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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $433,806 |
Service code 10 · EIN 93-1238515 | Accounting | $75,000 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,482 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,675 | $48,835-6.5% | $170,442-73.2% | $177,276-74.2% |
| Participation rate | 91.5% | 72.1%+19.5pp | 83.6%+7.9pp | 74.8%+16.7pp |
| Annual return | 15.65% | 19.44%-3.8pp | 205.93%-190.3pp | 21.25%-5.6pp |
| Employer contribution / active EE | $2,852 | $1,798+58.6% | $5,433-47.5% | $2,479+15.1% |
| Participant deferral / active EE | $4,395 | $2,757+59.4% | $4,939-11.0% | $3,881+13.3% |
| Admin fee / account holder | $82 | $52+58.8% | $13,880-99.4% | $154-46.5% |