Filed June 13, 2022 (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 |
|---|---|---|
CERITY PARTNERS1 year Service code 17 11601 WILSHIRE BOULEVARD · LOS ANGELES, CA 90025 | Pension Consulting | $85,702 |
Service code 12 · EIN 84-1477138 | Claims processing; Participant commun... | $11,184 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 · EIN 42-1558009 | Custodial (other than securities); Tr... | $9,819 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $154,398 | $55,449+178.4% | $83,848+84.1% | $56,287+174.3% |
| Participation rate | 91.5% | 68.0%+23.5pp | 76.1%+15.4pp | 69.9%+21.7pp |
| Annual return | -3.46% | -1.38%-2.1pp | 850.88%-854.3pp | -9.96%+6.5pp |
| Employer contribution / active EE | $13,382 | $2,430+450.6% | $3,631+268.6% | $2,111+533.9% |
| Participant deferral / active EE | $7,766 | $2,935+164.6% | $4,082+90.3% | $3,350+131.8% |
| Admin fee / account holder | $617 | $656-6.0% | $5,478-88.7% | $521+18.4% |