Filed June 9, 2022
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: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $214,013 |
PRICEWATERHOUSECOOPERS LLP2+ years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $5,000 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $3,557 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $126,005 | $85,635+47.1% | $123,892+1.7% | $63,975+97.0% |
| Participation rate | 75.8% | 74.9%+0.8pp | 81.4%-5.6pp | 71.1%+4.6pp |
| Annual return | 8.79% | 15.74%-7.0pp | 47.52%-38.7pp | 48.65%-39.9pp |
| Employer contribution / active EE | $0 | $3,076-100.0% | $4,617-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $10,200 | $5,667+80.0% | $5,984+70.5% | $3,356+203.9% |
| Admin fee / account holder | $94 | $75+25.8% | $8,357-98.9% | $70+33.8% |