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 |
|---|---|---|
Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $5,300 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $3,803 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | 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 | $63,560 | $136,307-53.4% | $177,821-64.3% | $73,488-13.5% |
| Participation rate | 99.5% | 86.1%+13.4pp | 87.7%+11.8pp | 70.7%+28.8pp |
| Annual return | -4.43% | 18.68%-23.1pp | 48.32%-52.8pp | 28.51%-32.9pp |
| Employer contribution / active EE | $2,903 | $3,712-21.8% | $5,918-51.0% | $2,270+27.9% |
| Participant deferral / active EE | $4,050 | $5,829-30.5% | $7,714-47.5% | $3,740+8.3% |
| Admin fee / account holder | $15 | $596-97.4% | $12,427-99.9% | $513-97.0% |