Filed August 28, 2018 (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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: HOOD & STRONG LLP Service code 10 · EIN 94-1254756 | Accounting | $37,350 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $35,818 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 28 · EIN 47-1411118 | Investment Management | $35,000 |
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 | $199,175 | $69,763+185.5% | $67,502+195.1% | $74,495+167.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 14.05% | -40.34%+54.4pp | 3512.12%-3498.1pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $7,570 | $2,704+180.0% | $2,731+177.2% | $2,623+188.6% |
| Participant deferral / active EE | $9,128 | $3,636+151.1% | $4,000+128.2% | $4,346+110.0% |
| Admin fee / account holder | $248 | $896-72.3% | $3,998-93.8% | $1,942-87.2% |