Filed April 30, 2024 (most recent of 12 filings on file)
Total covered: 3 employees
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 |
|---|---|---|
NOBLE-DAVIS CONSULTING, INC.4+ years Service code 13 · EIN 34-1723189 6190 COCHRAN ROAD, SUITE D · SOLON, OH 44139 | Contract Administrator | $6,363 |
Service code 10 · EIN 34-1523030 3421 RIDGEWOOD ROAD, SUITE 300 · AKRON, OH 44333 | Accounting | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 12401 RESEARCH BLVD., BUILDING 2 · AUSTIN, TX 78759 | Securities Custodian | $0 |
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: RAYMOND JAMES FINANCIAL SERV ADV Service code 26 · EIN 59-2937883 10883 PEARL ROAD, SUITE 302 · STRONGSVILLE, OH 44136 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $95,505 | $38,365+148.9% | $84,611+12.9% | $65,185+46.5% |
| Participation rate | 95.8% | 55.7%+40.2pp | 68.2%+27.6pp | 70.2%+25.6pp |
| Annual return | 12.32% | 32.00%-19.7pp | 258.74%-246.4pp | 29.38%-17.1pp |
| Employer contribution / active EE | $2,516 | $1,258+99.9% | $2,652-5.1% | $2,177+15.6% |
| Participant deferral / active EE | $6,184 | $2,278+171.4% | $3,899+58.6% | $3,514+76.0% |
| Admin fee / account holder | $364 | $451-19.5% | $4,912-92.6% | $847-57.1% |