Filed March 27, 2015 (most recent of 3 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 |
|---|---|---|
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $17,651 |
ACCUITY LLP2 years Service code 10 P.O. BOX 31000 · HONOLULU, HI 96849 | Accounting | $16,335 |
MORNINGSTAR5+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $9,631 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage; Direct payment ... | $50 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage; Float revenue; ... | $0 |
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 | $100,594 | $204,517-50.8% | $69,455+44.8% | $77,787+29.3% |
| Participation rate | 96.9% | 74.6%+22.3pp | 74.6%+22.3pp | 73.2%+23.7pp |
| Annual return | 22.95% | 22.10%+0.9pp | 28.97%-6.0pp | 32.57%-9.6pp |
| Employer contribution / active EE | $6,609 | $3,548+86.3% | $2,779+137.8% | $2,504+163.9% |
| Participant deferral / active EE | $7,159 | $3,478+105.8% | $3,535+102.5% | $3,967+80.4% |
| Admin fee / account holder | $13 | $101-87.5% | $3,839-99.7% | $100-87.5% |