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 | $4,145 |
CHARLES SCHWAB & CO., INC.7 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,838 | $122,239+18.5% | $184,203-21.4% | $74,495+94.4% |
| Participation rate | 98.5% | 85.5%+13.0pp | 86.8%+11.7pp | 67.2%+31.3pp |
| Annual return | 7.52% | 19.95%-12.4pp | 28.81%-21.3pp | 1364.94%-1357.4pp |
| Employer contribution / active EE | $4,037 | $4,537-11.0% | $6,427-37.2% | $2,623+53.9% |
| Participant deferral / active EE | $4,600 | $7,139-35.6% | $9,131-49.6% | $4,346+5.8% |
| Admin fee / account holder | $16 | $1,260-98.7% | $13,901-99.9% | $1,942-99.2% |