Filed December 18, 2014 (most recent of 2 filings on file)
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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $171,722 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $228 |
Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,978 | $122,693+5.1% | $184,203-30.0% | $199,593-35.4% |
| Participation rate | 95.2% | 86.8%+8.4pp | 86.8%+8.4pp | 72.0%+23.3pp |
| Annual return | 15.59% | 143.91%-128.3pp | 28.81%-13.2pp | 34.25%-18.7pp |
| Employer contribution / active EE | $5,084 | $4,584+10.9% | $6,427-20.9% | $3,034+67.6% |
| Participant deferral / active EE | $7,919 | $7,990-0.9% | $9,131-13.3% | $5,087+55.7% |
| Admin fee / account holder | $74 | $121-38.8% | $13,901-99.5% | $269-72.6% |