Filed June 19, 2020 (most recent of 8 filings on file)
Total covered: 1,371 employees
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO Service code 18 · EIN 94-1737782 | Custodial (securities); Other fees; S... | $28,244 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,547 | $82,422-8.3% | $67,652+11.7% | $67,505+11.9% |
| Participation rate | 96.6% | 84.2%+12.4pp | 75.7%+20.9pp | 71.2%+25.4pp |
| Annual return | -5.83% | 12.72%-18.5pp | 6625.04%-6630.9pp | 6.52%-12.4pp |
| Employer contribution / active EE | $2,090 | $2,879-27.4% | $2,266-7.8% | $2,173-3.8% |
| Participant deferral / active EE | $5,144 | $5,020+2.5% | $3,560+44.5% | $3,597+43.0% |
| Admin fee / account holder | $0 | $53-100.0% | $4,821-100.0% | $56-100.0% |