Filed January 29, 2021 (most recent of 2 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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $35,595 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,267 | $52,953-27.7% | $172,739-77.8% | $65,185-41.3% |
| Participation rate | 94.7% | 66.2%+28.5pp | 82.6%+12.1pp | 70.2%+24.5pp |
| Annual return | 18.16% | 30.12%-12.0pp | 802.84%-784.7pp | 29.38%-11.2pp |
| Employer contribution / active EE | $506 | $2,190-76.9% | $5,143-90.2% | $2,177-76.8% |
| Participant deferral / active EE | $2,410 | $2,471-2.4% | $5,198-53.6% | $3,514-31.4% |
| Admin fee / account holder | $126 | $472-73.3% | $13,954-99.1% | $847-85.2% |