Filed May 6, 2017
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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $25 |
AMERICAN CENTURY3+ years Filed as: AMERICAN CENTURY INV MGT, INC. Service code 28 · EIN 44-6006315 | Investment Management | $0 |
BOSTON MANAGEMENT AND RESEARCH3+ years Service code 28 · EIN 20-1227352 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS3+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $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 | $32,601 | $46,297-29.6% | $71,671-54.5% | $62,292-47.7% |
| Participation rate | 100.0% | 60.6%+39.4pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 15.79% | 22.32%-6.5pp | 20.65%-4.9pp | 28.90%-13.1pp |
| Employer contribution / active EE | $1,496 | $1,412+6.0% | $2,460-39.2% | $2,042-26.7% |
| Participant deferral / active EE | $2,421 | $2,235+8.3% | $3,438-29.6% | $3,169-23.6% |
| Admin fee / account holder | $8 | $461-98.2% | $5,558-99.9% | $479-98.3% |