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.5+ years Service code 13 · EIN 34-1723189 6190 COCHRAN ROAD, SUITE D · SOLON, OH 44139 | Contract Administrator | $8,675 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
RAYMOND JAMES FINANCIAL SERVICES5+ 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.)
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 | $101,209 | $43,133+134.6% | $89,391+13.2% | $73,488+37.7% |
| Participation rate | 96.2% | 55.0%+41.3pp | 68.0%+28.2pp | 70.7%+25.5pp |
| Annual return | 13.21% | 135.66%-122.4pp | 245.62%-232.4pp | 28.51%-15.3pp |
| Employer contribution / active EE | $2,570 | $1,438+78.8% | $2,586-0.6% | $2,270+13.2% |
| Participant deferral / active EE | $6,537 | $2,445+167.4% | $3,890+68.0% | $3,740+74.8% |
| Admin fee / account holder | $331 | $444-25.5% | $4,881-93.2% | $513-35.6% |