Filed June 8, 2015
Total covered: 38 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 3-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 | $246,256 |
Filed as: TOWERS WATSON INVESTMENT Service code 28 · EIN 53-0181291 | Investment Management | $233,776 |
INSERO & CO. CPAS, LLP3+ years Filed as: INSERO AND CO CPAS LLP Service code 10 · EIN 47-5324570 | Accounting | $59,625 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 28 · EIN 52-1868818 | Investment Management | $57,903 |
VERRILL DANA LLP1 year Service code 29 · EIN 01-0176171 | Legal | $14,298 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,991 | $110,299+9.7% | $102,423+18.1% | $199,593-39.4% |
| Participation rate | 87.9% | 86.3%+1.6pp | 76.5%+11.4pp | 72.0%+15.9pp |
| Annual return | 10.98% | 35.73%-24.8pp | 29.32%-18.3pp | 34.25%-23.3pp |
| Employer contribution / active EE | $7,520 | $3,603+108.7% | $3,023+148.7% | $3,034+147.8% |
| Participant deferral / active EE | $8,300 | $6,376+30.2% | $5,053+64.3% | $5,087+63.2% |
| Admin fee / account holder | $111 | $122-9.1% | $9,451-98.8% | $269-58.7% |