Filed February 10, 2021 (most recent of 5 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 |
|---|---|---|
WHARTONHILL ADVISORS, LLC3+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $43,410 |
NEWPORT GROUP, INC.2+ years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $15,401 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 12 · EIN 42-1558009 | Other fees; Custodial (securities); A... | $10,060 |
Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
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 | $71,118 | $81,537-12.8% | $149,718-52.5% | $69,631+2.1% |
| Participation rate | 93.0% | 86.1%+6.8pp | 87.1%+5.9pp | 70.7%+22.3pp |
| Annual return | 19.55% | 22.79%-3.2pp | 1501.63%-1482.1pp | 27571.02%-27551.5pp |
| Employer contribution / active EE | $3,287 | $3,239+1.5% | $5,445-39.6% | $2,032+61.8% |
| Participant deferral / active EE | $4,433 | $4,994-11.2% | $6,569-32.5% | $3,224+37.5% |
| Admin fee / account holder | $166 | $107+55.0% | $11,283-98.5% | $110+50.0% |