Filed June 4, 2014 (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 13 · EIN 85-3986400 | Contract Administrator | $21,569 |
FINDEC WEALTH SERVICES, INC.4 years Service code 27 · EIN 85-3994987 | Advisory (Plan) | $4,876 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,851 | $81,233-79.3% | $155,567-89.2% | $80,874-79.2% |
| Participation rate | 92.9% | 66.2%+26.6pp | 78.2%+14.7pp | 67.6%+25.2pp |
| Annual return | 12.18% | 33.33%-21.1pp | 64.74%-52.6pp | 35.62%-23.4pp |
| Employer contribution / active EE | $2,771 | $3,101-10.6% | $4,674-40.7% | $2,756+0.5% |
| Participant deferral / active EE | $2,047 | $3,452-40.7% | $5,628-63.6% | $4,297-52.4% |
| Admin fee / account holder | $130 | $7,998-98.4% | $15,916-99.2% | $6,935-98.1% |