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.2+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $21,708 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $6 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
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 | $57,797 | $117,928-51.0% | $77,999-25.9% | $65,292-11.5% |
| Participation rate | 94.0% | 85.6%+8.4pp | 75.5%+18.4pp | 72.4%+21.5pp |
| Annual return | 2.44% | 11.37%-8.9pp | 425.96%-423.5pp | 11.84%-9.4pp |
| Employer contribution / active EE | $13,162 | $3,999+229.1% | $2,470+432.9% | $2,302+471.8% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $3,497-100.0% | $3,579-100.0% |
| Admin fee / account holder | $0 | $66-99.3% | $5,480-100.0% | $57-99.2% |