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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $55,618 |
Filed as: CBIZ INVESTMENT ADVISORY SERVI Service code 28 · EIN 81-3968784 | Investment Management | $39,576 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,741 | $129,021-25.8% | $184,203-48.0% | $77,643+23.3% |
| Participation rate | 99.2% | 87.3%+11.9pp | 86.8%+12.4pp | 70.6%+28.7pp |
| Annual return | 12.16% | 33.27%-21.1pp | 28.81%-16.7pp | 31.24%-19.1pp |
| Employer contribution / active EE | $4,004 | $4,413-9.3% | $6,427-37.7% | $2,726+46.9% |
| Participant deferral / active EE | $7,097 | $7,297-2.7% | $9,131-22.3% | $4,647+52.7% |
| Admin fee / account holder | $238 | $254-6.3% | $13,901-98.3% | $430-44.7% |