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 and information managem... | $402,792 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $764 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $90,676 | $50,127+80.9% | $149,673-39.4% | $80,160+13.1% |
| Participation rate | 94.7% | 64.3%+30.4pp | 78.8%+15.9pp | 72.9%+21.7pp |
| Annual return | 19.58% | 29.82%-10.2pp | 134.42%-114.8pp | 40.38%-20.8pp |
| Employer contribution / active EE | $4,306 | $1,865+131.0% | $4,818-10.6% | $2,978+44.6% |
| Participant deferral / active EE | $6,392 | $3,194+100.1% | $5,680+12.5% | $5,017+27.4% |
| Admin fee / account holder | $85 | $153-44.1% | $13,210-99.4% | $145-41.1% |