Filed June 7, 2014 (most recent of 5 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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $105,677 |
MACGREGOR B, HALL2 years Filed as: MACGREGOR B. HALL Service code 28 · EIN 27-3525757 | Investment Management | $62,262 |
MOSS ADAMS LLP2 years Service code 10 · EIN 91-0189318 | Accounting | $12,617 |
Filed as: CHARLES SCHWAB & CO INC. AND AFFILI Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Employer contribution per participant 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 | $61,120 | $85,135-28.2% | $98,907-38.2% | $73,409-16.7% |
| Participation rate | 95.4% | 81.1%+14.3pp | 76.0%+19.4pp | 72.2%+23.3pp |
| Annual return | 14.00% | 19.14%-5.1pp | 196.43%-182.4pp | 59.29%-45.3pp |
| Employer contribution / active EE | $624 | $2,721-77.1% | $2,689-76.8% | $2,234-72.1% |
| Participant deferral / active EE | $4,089 | $4,349-6.0% | $4,244-3.7% | $3,805+7.5% |
| Admin fee / account holder | $187 | $139+34.2% | $6,642-97.2% | $158+18.4% |