Filed February 3, 2020 (most recent of 5 filings on file)
Total covered: 43 employees
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 |
|---|---|---|
Service code 28 · EIN 34-1913859 | Investment Management | $12,104 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $7,620 |
FIDUCIARY INVESTMENT ADVISORS3+ years Service code 28 · EIN 20-4751585 | Investment Management | $6,250 |
Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $60,481 | $80,005-24.4% | $140,016-56.8% | $55,725+8.5% |
| Participation rate | 97.0% | 87.0%+10.0pp | 87.5%+9.5pp | 70.9%+26.1pp |
| Annual return | 0.52% | 0.46%+0.1pp | 651.12%-650.6pp | 244.93%-244.4pp |
| Employer contribution / active EE | $3,183 | $3,403-6.5% | $5,606-43.2% | $2,078+53.1% |
| Participant deferral / active EE | $5,256 | $5,264-0.2% | $6,927-24.1% | $3,356+56.6% |
| Admin fee / account holder | $173 | $116+49.9% | $10,705-98.4% | $115+50.6% |