Filed November 7, 2023 (most recent of 2 filings on file)
Total covered: 37 employees
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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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $272,882 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,911 | $56,095-3.9% | $178,490-69.8% | $90,288-40.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 81.9%+18.1pp | 73.4%+26.6pp |
| Annual return | 4.47% | 28.81%-24.3pp | 151.07%-146.6pp | 53.97%-49.5pp |
| Employer contribution / active EE | $1,418 | $1,572-9.8% | $5,011-71.7% | $2,524-43.8% |
| Participant deferral / active EE | $3,509 | $2,669+31.5% | $5,202-32.5% | $4,232-17.1% |
| Admin fee / account holder | $131 | $101+30.6% | $13,984-99.1% | $114+15.2% |