Filed February 10, 2025 (most recent of 4 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 |
|---|---|---|
PENSION CORPORATION OF AMERICA4+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $2,558 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 28 · EIN 42-1558009 | Investment Management | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $74,543 | $79,523-6.3% | $140,016-46.8% | $56,287+32.4% |
| Participation rate | 88.0% | 85.7%+2.3pp | 87.5%+0.5pp | 69.9%+18.1pp |
| Annual return | 7.88% | 2.39%+5.5pp | 651.12%-643.2pp | -9.96%+17.8pp |
| Employer contribution / active EE | $3,128 | $3,350-6.6% | $5,606-44.2% | $2,111+48.2% |
| Participant deferral / active EE | $3,619 | $5,129-29.4% | $6,927-47.7% | $3,350+8.1% |
| Admin fee / account holder | $13 | $614-97.9% | $10,705-99.9% | $521-97.6% |