Filed October 18, 2019 (most recent of 2 filings on file)
Total covered: 312 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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $1,024,454 |
STATE STREET GLOBAL ADVISORS7 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 28 · EIN 04-1867445 | Investment Management | $79,228 |
FIDUCIENT ADVISORS LLC4 years Service code 28 · EIN 36-4001764 | Investment Management | $47,523 |
CHARLES SCHWAB & CO., INC.9 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $47,411 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $208,748 | $117,739+77.3% | $116,228+79.6% | $117,739+77.3% |
| Participation rate | 99.9% | 76.6%+23.3pp | 74.6%+25.4pp | 76.6%+23.3pp |
| Annual return | 12.71% | 17.29%-4.6pp | 90.06%-77.3pp | 17.29%-4.6pp |
| Employer contribution / active EE | $5,862 | $3,746+56.5% | $2,994+95.8% | $3,746+56.5% |
| Participant deferral / active EE | $16,528 | $6,128+169.7% | $4,953+233.7% | $6,128+169.7% |
| Admin fee / account holder | $83 | $112-25.4% | $11,989-99.3% | $112-25.4% |