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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $47,059 |
Filed as: CBIZ INVESTMENT ADVISORY SERVI Service code 28 · EIN 81-3968784 | Investment Management | $32,220 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,032 | $111,491-30.0% | $189,513-58.8% | $86,799-10.1% |
| Participation rate | 98.9% | 87.3%+11.6pp | 87.8%+11.1pp | 72.3%+26.7pp |
| Annual return | 16.28% | 83.50%-67.2pp | 555.15%-538.9pp | 97.91%-81.6pp |
| Employer contribution / active EE | $3,627 | $3,951-8.2% | $6,162-41.1% | $2,405+50.8% |
| Participant deferral / active EE | $5,973 | $6,437-7.2% | $8,221-27.4% | $4,131+44.6% |
| Admin fee / account holder | $167 | $189-11.7% | $12,045-98.6% | $170-1.8% |