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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $27,236 |
Filed as: CBIZ INVESTMENT ADVISORY SERVI Service code 28 · EIN 81-3968784 | Investment Management | $23,020 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years 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 | $71,128 | $88,515-19.6% | $162,163-56.1% | $67,579+5.3% |
| Participation rate | 99.0% | 86.8%+12.2pp | 87.6%+11.5pp | 71.3%+27.7pp |
| Annual return | 23.66% | 27.04%-3.4pp | 115.59%-91.9pp | 378.56%-354.9pp |
| Employer contribution / active EE | $3,171 | $3,563-11.0% | $5,614-43.5% | $2,148+47.6% |
| Participant deferral / active EE | $5,812 | $5,724+1.5% | $7,298-20.4% | $3,539+64.2% |
| Admin fee / account holder | $174 | $124+40.6% | $10,843-98.4% | $142+22.2% |