Filed February 4, 2009 (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.9 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $109,795 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INC Service code 28 · EIN 36-3297908 | Investment Management | $58,453 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $131,578 | $98,727+33.3% | $113,168+16.3% | $85,563+53.8% |
| Participation rate | 62.3% | 80.8%-18.5pp | 76.6%-14.2pp | 66.0%-3.6pp |
| Annual return | 14.04% | 17.43%-3.4pp | 24.27%-10.2pp | 31.51%-17.5pp |
| Employer contribution / active EE | $1,779 | $2,907-38.8% | $2,975-40.2% | $2,654-33.0% |
| Participant deferral / active EE | $3,397 | $5,424-37.4% | $5,107-33.5% | $4,375-22.4% |
| Admin fee / account holder | $271 | $357-24.0% | $12,068-97.8% | $834-67.5% |