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.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $9,537 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $2,200 |
CHARLES SCHWAB & CO., INC.5 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,467 | $102,553-2.0% | $151,611-33.7% | $66,914+50.1% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | 31.48% | -10.82%+42.3pp | 3.33%+28.2pp | 1.58%+29.9pp |
| Employer contribution / active EE | $4,116 | $4,180-1.5% | $6,166-33.2% | $2,544+61.8% |
| Participant deferral / active EE | $4,753 | $6,641-28.4% | $8,363-43.2% | $4,237+12.2% |
| Admin fee / account holder | $8 | $630-98.8% | $11,616-99.9% | $593-98.7% |