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.3+ years Filed as: CHARLES SCHWAB & CO Service code 18 · EIN 94-1737782 | Custodial (other than securities); Se... | $15,410 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,791 | $100,921-20.9% | $82,313-3.1% | $177,276-55.0% |
| Participation rate | 97.8% | 86.9%+10.9pp | 76.9%+20.9pp | 74.8%+23.0pp |
| Annual return | 24.39% | 20.33%+4.1pp | 25.88%-1.5pp | 21.25%+3.1pp |
| Employer contribution / active EE | $2,217 | $3,145-29.5% | $2,428-8.7% | $2,479-10.6% |
| Participant deferral / active EE | $4,897 | $5,192-5.7% | $3,706+32.1% | $3,881+26.2% |
| Admin fee / account holder | $0 | $64-100.0% | $5,608-100.0% | $154-100.0% |