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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $774,372 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 28 · EIN 04-1867445 | Investment Management | $80,142 |
FIDUCIENT ADVISORS LLC3 years Service code 28 · EIN 36-4001764 | Investment Management | $48,656 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $34,604 |
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 | $225,626 | $152,281+48.2% | $106,213+112.4% | $99,062+127.8% |
| Participation rate | 99.2% | 92.2%+7.0pp | 75.3%+23.9pp | 71.6%+27.6pp |
| Annual return | 10.52% | 15.00%-4.5pp | 116.14%-105.6pp | 17.66%-7.1pp |
| Employer contribution / active EE | $4,392 | $5,348-17.9% | $3,171+38.5% | $3,262+34.6% |
| Participant deferral / active EE | $15,427 | $8,206+88.0% | $5,016+207.6% | $5,331+189.4% |
| Admin fee / account holder | $80 | $77+3.6% | $11,033-99.3% | $109-26.3% |