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 | $393,806 |
FIDUCIENT ADVISORS LLC4 years Service code 28 · EIN 36-4001764 | Investment Management | $22,477 |
STATE STREET GLOBAL ADVISORS9 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 28 · EIN 04-1867445 | Investment Management | $20,193 |
CHARLES SCHWAB & CO., INC.11+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $14,385 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,995 | $170,9950% | $170,9950% | $170,9950% |
| Participation rate | 96.8% | 96.8%0pp | 96.8%0pp | 96.8%0pp |
| Annual return | 11.97% | 11.97%0pp | 11.97%0pp | 11.97%0pp |
| Employer contribution / active EE | $17,694 | $17,6940% | $17,6940% | $17,6940% |
| Participant deferral / active EE | $0 | $0 | - | - |
| Admin fee / account holder | $56 | $560% | $560% | $560% |