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 PARTNERS5 years Service code 17 11601 WILSHIRE BOULEVARD · LOS ANGELES, CA 90025 | Pension Consulting | $88,761 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 · EIN 42-1558009 | Investment management; Float revenue;... | $18,173 |
Service code 12 · EIN 84-1477138 | Recordkeeping fees; Participant loan ... | $14,786 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,126 | $64,119+238.6% | $112,228+93.5% | $66,914+224.5% |
| Participation rate | 87.2% | 68.5%+18.8pp | 75.1%+12.2pp | 69.8%+17.4pp |
| Annual return | -17.26% | -13.81%-3.5pp | 27.45%-44.7pp | 1.58%-18.8pp |
| Employer contribution / active EE | $16,217 | $3,005+439.6% | $3,635+346.2% | $2,544+537.4% |
| Participant deferral / active EE | $8,727 | $3,693+136.3% | $4,728+84.6% | $4,237+106.0% |
| Admin fee / account holder | $692 | $625+10.6% | $6,410-89.2% | $593+16.6% |