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, LLC4+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $58,389 |
NEWPORT GROUP, INC.3+ years Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping fees... | $15,087 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 12 · EIN 42-1558009 | Shareholder servicing fees; Account m... | $10,220 |
CHARLES SCHWAB & CO., INC.2 years 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 | $63,112 | $80,005-21.1% | $140,016-54.9% | $55,725+13.3% |
| Participation rate | 93.8% | 87.0%+6.8pp | 87.5%+6.3pp | 70.9%+22.9pp |
| Annual return | -3.33% | 0.46%-3.8pp | 651.12%-654.4pp | 244.93%-248.3pp |
| Employer contribution / active EE | $3,441 | $3,403+1.1% | $5,606-38.6% | $2,078+65.6% |
| Participant deferral / active EE | $4,798 | $5,264-8.9% | $6,927-30.7% | $3,356+43.0% |
| Admin fee / account holder | $191 | $116+65.0% | $10,705-98.2% | $115+65.7% |