Filed February 2, 2023 (most recent of 3 filings on file)
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.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 11 · EIN 34-1479833 | Actuarial | $133,510 |
SLC MANAGEMENT2 years Filed as: SUN LIFE CAPITAL MGMT US LLC Service code 28 · EIN 04-3401283 | Investment Management | $68,322 |
CAPFINANCIAL PARTNERS LLC10+ years Filed as: CAPTRUST ADVISORS LLC Service code 28 · EIN 45-0479693 | Investment Management | $41,528 |
PKF O'CONNOR DAVIES, LLP9 years Service code 10 · EIN 27-1728945 | Accounting | $14,500 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $3,544 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $803,298-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 56.4%-56.4pp | 2.1%-2.1pp |
| Annual return | 3.69% | 9.14%-5.5pp | 10.48%-6.8pp | 9.14%-5.5pp |
| Employer contribution / active EE | $0 | $19,963-100.0% | $34,979-100.0% | $19,963-100.0% |
| Participant deferral / active EE | $0 | $919-100.0% | $11-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $3,829-100.0% | $200-100.0% |