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 | Distribution (12b-1) fees; Sales load... | $380,160 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,099 |
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 | $78,999 | $56,095+40.8% | $178,490-55.7% | $90,288-12.5% |
| Participation rate | 92.9% | 65.6%+27.3pp | 81.9%+10.9pp | 73.4%+19.5pp |
| Annual return | 15.89% | 28.81%-12.9pp | 151.07%-135.2pp | 53.97%-38.1pp |
| Employer contribution / active EE | $3,532 | $1,572+124.6% | $5,011-29.5% | $2,524+39.9% |
| Participant deferral / active EE | $5,211 | $2,669+95.3% | $5,202+0.2% | $4,232+23.1% |
| Admin fee / account holder | $92 | $101-8.7% | $13,984-99.3% | $114-19.5% |