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.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $243,914 |
Service code 28 · EIN 26-0058143 | Investment Management | $58,500 |
DAY PITNEY LLP4 years Service code 29 · EIN 06-0317480 | Legal | $24,548 |
CAPFINANCIAL PARTNERS LLC5+ years Filed as: CAPTRUST ADVISORS LLC Service code 28 · EIN 45-0479693 | Investment Management | $19,500 |
OCONNOR DAVIES,2 years Filed as: OCONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $14,105 |
TEJERA & ASSOCIATES, LLC1 year Filed as: TEJERA AND ASSOCIATES LLC Service code 28 · EIN 20-3001362 | Investment Management | $6,475 |
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 | $115,736 | $73,125+58.3% | $125,175-7.5% | $77,787+48.8% |
| Participation rate | 94.7% | 79.4%+15.3pp | 79.8%+14.9pp | 73.2%+21.5pp |
| Annual return | 25.32% | 24.71%+0.6pp | 43.79%-18.5pp | 32.57%-7.3pp |
| Employer contribution / active EE | $2,840 | $2,413+17.7% | $3,865-26.5% | $2,504+13.4% |
| Participant deferral / active EE | $6,374 | $3,966+60.7% | $4,937+29.1% | $3,967+60.7% |
| Admin fee / account holder | $130 | $89+45.9% | $9,702-98.7% | $100+30.4% |