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 fees; Float revenue; Ac... | $441,827 |
Service code 10 · EIN 93-1238515 | Accounting | $18,750 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $901 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,255 | $44,007+32.4% | $154,107-62.2% | $68,904-15.5% |
| Participation rate | 92.2% | 70.0%+22.2pp | 83.0%+9.2pp | 74.1%+18.1pp |
| Annual return | 38.68% | 8.15%+30.5pp | 735.12%-696.4pp | 1.07%+37.6pp |
| Employer contribution / active EE | $3,210 | $1,732+85.3% | $5,298-39.4% | $2,540+26.3% |
| Participant deferral / active EE | $4,700 | $2,813+67.1% | $5,081-7.5% | $4,015+17.1% |
| Admin fee / account holder | $67 | $65+2.7% | $13,411-99.5% | $71-6.7% |