Filed June 15, 2021 (most recent of 3 filings on file)
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 9-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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Participant commu... | $393,348 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $759 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $101,162 | $53,136+90.4% | $155,509-34.9% | $199,593-49.3% |
| Participation rate | 94.5% | 64.1%+30.4pp | 78.2%+16.3pp | 72.0%+22.5pp |
| Annual return | 13.60% | 41.15%-27.5pp | 64.67%-51.1pp | 34.25%-20.6pp |
| Employer contribution / active EE | $4,638 | $1,851+150.5% | $4,672-0.7% | $3,034+52.8% |
| Participant deferral / active EE | $6,484 | $3,161+105.1% | $5,626+15.2% | $5,087+27.5% |
| Admin fee / account holder | $79 | $185-57.2% | $15,912-99.5% | $269-70.5% |