Filed October 9, 2020 (most recent of 12 filings on file)
Total covered: 31 employees
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 15 · EIN 16-1450952 | Recordkeeping | $5,928 |
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 COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,981 | $98,982-28.3% | $162,163-56.2% | $65,185+8.9% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 5.22% | 24.84%-19.6pp | 115.59%-110.4pp | 29.38%-24.2pp |
| Employer contribution / active EE | $2,855 | $3,467-17.6% | $5,614-49.1% | $2,177+31.2% |
| Participant deferral / active EE | $3,910 | $5,384-27.4% | $7,298-46.4% | $3,514+11.3% |
| Admin fee / account holder | $26 | $596-95.7% | $10,843-99.8% | $847-97.0% |