Filed March 3, 2021
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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $54,923 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $235 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $73,486 | $61,473+19.5% | $81,930-10.3% | $73,409+0.1% |
| Participation rate | 95.2% | 72.4%+22.8pp | 72.0%+23.2pp | 72.2%+23.0pp |
| Annual return | 14.37% | 28.26%-13.9pp | 29.49%-15.1pp | 59.29%-44.9pp |
| Employer contribution / active EE | $2,582 | $1,898+36.1% | $4,310-40.1% | $2,234+15.6% |
| Participant deferral / active EE | $4,047 | $3,080+31.4% | $7,107-43.0% | $3,805+6.4% |
| Admin fee / account holder | $118 | $125-6.3% | $5,158-97.7% | $158-25.5% |