Filed August 22, 2018 (most recent of 3 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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.8 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $186,489 |
MARINER LLC2 years Service code 26 · EIN 20-4553256 | Advisory (Participants) | $10,579 |
CHARLES SCHWAB & CO., INC.9 years Service code 33 · EIN 94-1737782 | Securities brokerage; Other investmen... | $3,054 |
Filed as: CHARLES SCHWAB & CO.,INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,626 | $122,693+18.7% | $184,203-20.9% | $199,593-27.0% |
| Participation rate | 89.6% | 86.8%+2.8pp | 86.8%+2.8pp | 72.0%+17.6pp |
| Annual return | 38.41% | 143.91%-105.5pp | 28.81%+9.6pp | 34.25%+4.2pp |
| Employer contribution / active EE | $3,767 | $4,584-17.8% | $6,427-41.4% | $3,034+24.2% |
| Participant deferral / active EE | $13,783 | $7,990+72.5% | $9,131+50.9% | $5,087+171.0% |
| Admin fee / account holder | $106 | $121-11.7% | $13,901-99.2% | $269-60.4% |