Filed November 10, 2014
Total covered: 6 employees
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 |
|---|---|---|
Filed as: CHARLES SCHWAB TRUST BANK Service code 15 2360 CORPORATE CIRCLE · HENDERSON, NV 89074 | Recordkeeping | $8,038 |
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $8 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,592 | $65,557+70.2% | $64,056+74.2% | $71,457+56.2% |
| Participation rate | 93.5% | 73.2%+20.3pp | 72.3%+21.2pp | 67.9%+25.6pp |
| Annual return | 18.88% | 18.94%-0.1pp | 33.69%-14.8pp | 28.85%-10.0pp |
| Employer contribution / active EE | $7,519 | $2,669+181.7% | $2,747+173.8% | $2,588+190.6% |
| Participant deferral / active EE | $9,357 | $3,626+158.1% | $3,880+141.1% | $4,289+118.2% |
| Admin fee / account holder | $38 | $616-93.8% | $3,068-98.8% | $1,587-97.6% |