Filed February 21, 2020 (most recent of 2 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 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 |
|---|---|---|
Service code 15 · EIN 04-1590850 | Recordkeeping | $278,345 |
KPMG LLP1+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $30,000 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $5,781 |
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 | $90,763 | $86,791+4.6% | $115,037-21.1% | $59,188+53.3% |
| Participation rate | 94.5% | 72.8%+21.7pp | 81.4%+13.2pp | 69.4%+25.1pp |
| Annual return | 2.91% | 4.44%-1.5pp | 26.14%-23.2pp | 5.51%-2.6pp |
| Employer contribution / active EE | $2,100 | $2,950-28.8% | $4,608-54.4% | $2,098+0.1% |
| Participant deferral / active EE | $6,535 | $5,298+23.4% | $6,026+8.4% | $3,265+100.2% |
| Admin fee / account holder | $48 | $95-49.0% | $8,175-99.4% | $92-47.5% |