Filed March 7, 2022 (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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $9,902 |
KRAFT CPAS, PLLC1 year Filed as: KRAFT CPAS PLLC Service code 10 · EIN 62-0713250 | Accounting | $8,325 |
Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,900 | $108,592-51.3% | $129,110-59.0% | $77,904-32.1% |
| Participation rate | 95.1% | 84.8%+10.4pp | 77.3%+17.9pp | 73.7%+21.5pp |
| Annual return | -20.13% | -13.72%-6.4pp | -10.94%-9.2pp | 12.21%-32.3pp |
| Employer contribution / active EE | $3,295 | $5,713-42.3% | $5,052-34.8% | $2,848+15.7% |
| Participant deferral / active EE | $4,337 | $7,051-38.5% | $6,542-33.7% | $4,806-9.8% |
| Admin fee / account holder | $15 | $91-84.0% | $14,302-99.9% | $133-88.9% |