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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $686,460 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 28 · EIN 04-1867445 | Investment Management | $80,539 |
FIDUCIENT ADVISORS LLC2 years Service code 28 · EIN 36-4001764 | Investment Management | $36,546 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $24,447 |
DIMEO SCHNEIDER & ASSOCIATES LLC9+ years Service code 28 · EIN 36-4001764 | Investment Management | $12,176 |
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 | $225,791 | $136,310+65.6% | $98,439+129.4% | $103,482+118.2% |
| Participation rate | 98.3% | 89.2%+9.1pp | 75.2%+23.1pp | 73.3%+25.0pp |
| Annual return | 28.32% | 19.67%+8.7pp | 21.16%+7.2pp | 33.11%-4.8pp |
| Employer contribution / active EE | $4,062 | $4,714-13.8% | $3,048+33.3% | $3,208+26.6% |
| Participant deferral / active EE | $14,974 | $7,358+103.5% | $4,738+216.1% | $5,207+187.6% |
| Admin fee / account holder | $80 | $76+5.1% | $8,948-99.1% | $114-29.9% |