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 PARTNERS2 years Service code 17 11601 WILSHIRE BOULEVARD · LOS ANGELES, CA 90025 | Pension Consulting | $80,241 |
Service code 12 · EIN 84-1477138 | Direct payment from the plan; Partici... | $12,070 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 · EIN 42-1558009 | Direct payment from the plan; Trustee... | $10,817 |
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 | $181,838 | $63,114+188.1% | $92,893+95.7% | $65,185+179.0% |
| Participation rate | 92.3% | 68.8%+23.5pp | 76.0%+16.3pp | 70.2%+22.1pp |
| Annual return | 23.40% | 28.75%-5.4pp | 109.41%-86.0pp | 29.38%-6.0pp |
| Employer contribution / active EE | $12,189 | $2,571+374.2% | $3,653+233.7% | $2,177+460.0% |
| Participant deferral / active EE | $8,058 | $3,108+159.2% | $4,236+90.2% | $3,514+129.3% |
| Admin fee / account holder | $557 | $624-10.6% | $5,794-90.4% | $847-34.2% |