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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $51,846 |
Filed as: CBIZ INVESTMENT ADVISORY SERVI Service code 28 · EIN 81-3968784 | Investment Management | $15,919 |
Filed as: CBIZ INC Service code 28 · EIN 22-2769024 | Investment Management | $8,956 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,482 | $86,897-23.5% | $151,611-56.1% | $64,808+2.6% |
| Participation rate | 98.9% | 87.3%+11.7pp | 87.5%+11.4pp | 71.5%+27.5pp |
| Annual return | -15.47% | -3.57%-11.9pp | 3.33%-18.8pp | 32.82%-48.3pp |
| Employer contribution / active EE | $3,819 | $4,010-4.8% | $6,166-38.1% | $2,506+52.4% |
| Participant deferral / active EE | $6,270 | $6,690-6.3% | $8,363-25.0% | $4,310+45.5% |
| Admin fee / account holder | $161 | $153+5.2% | $11,616-98.6% | $188-14.4% |