Filed January 4, 2018
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 |
|---|---|---|
GREENLINE PARTNERS LLC6 years Service code 26 · EIN 45-5129009 | Advisory (Participants) | $52,777 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2,880 |
CHARLES SCHWAB & CO., INC.2 years 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 | $230,347 | $122,693+87.7% | $184,203+25.1% | $199,593+15.4% |
| Participation rate | 96.6% | 86.8%+9.8pp | 86.8%+9.8pp | 72.0%+24.6pp |
| Annual return | 14.18% | 143.91%-129.7pp | 28.81%-14.6pp | 34.25%-20.1pp |
| Employer contribution / active EE | $11,308 | $4,584+146.7% | $6,427+75.9% | $3,034+272.7% |
| Participant deferral / active EE | $21,915 | $7,990+174.3% | $9,131+140.0% | $5,087+330.8% |
| Admin fee / account holder | $25 | $121-79.2% | $13,901-99.8% | $269-90.7% |