Filed April 4, 2018 (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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $307,614 | $111,608+175.6% | $177,821+73.0% | $73,409+319.0% |
| Participation rate | 99.6% | 87.9%+11.8pp | 87.7%+11.9pp | 72.2%+27.5pp |
| Annual return | 19.01% | 18.23%+0.8pp | 48.32%-29.3pp | 59.29%-40.3pp |
| Employer contribution / active EE | $9,026 | $3,796+137.8% | $5,918+52.5% | $2,234+304.1% |
| Participant deferral / active EE | $14,190 | $6,199+128.9% | $7,714+83.9% | $3,805+272.9% |
| Admin fee / account holder | $0 | $166-99.7% | $12,427-100.0% | $158-99.7% |