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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC5+ years Filed as: MMC SECURITIES CORPORATION Service code 28 · EIN 06-1685865 | Investment Management | $15,000 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $711 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 59 · EIN 42-1558009 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,285 | $73,404+91.1% | $87,100+61.1% | $67,579+107.6% |
| Participation rate | 80.4% | 80.9%-0.4pp | 76.9%+3.6pp | 71.3%+9.1pp |
| Annual return | 23.84% | 48.29%-24.5pp | 28.19%-4.4pp | 378.56%-354.7pp |
| Employer contribution / active EE | $3,124 | $2,014+55.1% | $2,521+23.9% | $2,148+45.5% |
| Participant deferral / active EE | $6,258 | $3,913+60.0% | $4,049+54.6% | $3,539+76.8% |
| Admin fee / account holder | $54 | $142-62.0% | $7,497-99.3% | $142-62.2% |