Filed January 5, 2017 (most recent of 6 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 |
|---|---|---|
SAGE ADVISORY SERVICES5 years Service code 28 · EIN 74-2798841 | Investment Management | $323,660 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 11 · EIN 34-1479833 | Actuarial | $173,800 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | 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 | $1,472,696-100.0% | $369,410-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.4%-29.4pp | 0.7%-0.7pp |
| Annual return | 0.32% | 10.90%-10.6pp | 8.28%-8.0pp | 13.24%-12.9pp |
| Employer contribution / active EE | $0 | $14,619-100.0% | $40,747-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $4,495-100.0% | $4,137-100.0% |