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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $9,173 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $1,600 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,207 | $121,341-29.8% | $189,513-55.0% | $79,386+7.3% |
| Participation rate | 99.5% | 86.1%+13.4pp | 87.8%+11.7pp | 70.7%+28.8pp |
| Annual return | 37.53% | 21.08%+16.4pp | 555.15%-517.6pp | 116.85%-79.3pp |
| Employer contribution / active EE | $3,511 | $3,915-10.3% | $6,162-43.0% | $2,427+44.7% |
| Participant deferral / active EE | $4,229 | $6,395-33.9% | $8,221-48.6% | $4,046+4.5% |
| Admin fee / account holder | $6 | $651-99.0% | $12,045-99.9% | $626-99.0% |