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 PARTNERS3 years Service code 17 11601 WILSHIRE BOULEVARD · LOS ANGELES, CA 90025 | Pension Consulting | $89,968 |
Service code 12 · EIN 84-1477138 | Sub-transfer agency fees; Participant... | $19,198 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 · EIN 42-1558009 | Investment management; Custodial (oth... | $11,840 |
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 | $239,332 | $69,362+245.0% | $101,248+136.4% | $73,488+225.7% |
| Participation rate | 92.6% | 68.4%+24.2pp | 75.8%+16.8pp | 70.7%+21.9pp |
| Annual return | 17.81% | 18.46%-0.6pp | 46.47%-28.7pp | 28.51%-10.7pp |
| Employer contribution / active EE | $13,411 | $2,628+410.3% | $3,660+266.5% | $2,270+490.8% |
| Participant deferral / active EE | $9,489 | $3,300+187.6% | $4,370+117.1% | $3,740+153.8% |
| Admin fee / account holder | $704 | $7040% | $5,945-88.2% | $513+37.1% |