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 PARTNERS4 years Service code 17 11601 WILSHIRE BOULEVARD · LOS ANGELES, CA 90025 | Pension Consulting | $114,957 |
Service code 12 · EIN 84-1477138 | Participant communication; Participan... | $17,463 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 · EIN 42-1558009 | Shareholder servicing fees; Investmen... | $14,677 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,211 | $77,660+250.5% | $109,143+149.4% | $79,386+242.9% |
| Participation rate | 89.8% | 67.8%+22.0pp | 75.9%+14.0pp | 70.7%+19.1pp |
| Annual return | 13.02% | 23.44%-10.4pp | 25.75%-12.7pp | 116.85%-103.8pp |
| Employer contribution / active EE | $17,144 | $2,797+512.9% | $3,722+360.6% | $2,427+606.3% |
| Participant deferral / active EE | $9,759 | $3,518+177.4% | $4,653+109.7% | $4,046+141.2% |
| Admin fee / account holder | $908 | $732+24.0% | $6,752-86.6% | $626+44.9% |