Filed July 1, 2019 (most recent of 4 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 12 · EIN 13-3689044 | Recordkeeping and information managem... | $42,045 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $300 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $206,380 | $99,016+108.4% | $93,789+120.0% | $66,914+208.4% |
| Participation rate | 98.5% | 82.1%+16.4pp | 81.0%+17.6pp | 69.8%+28.7pp |
| Annual return | -14.61% | -14.59%0pp | -11.33%-3.3pp | 1.58%-16.2pp |
| Employer contribution / active EE | $2,368 | $4,769-50.3% | $4,323-45.2% | $2,544-6.9% |
| Participant deferral / active EE | $13,609 | $6,689+103.5% | $6,094+123.3% | $4,237+221.2% |
| Admin fee / account holder | $257 | $477-46.2% | $7,195-96.4% | $593-56.7% |