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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $119,830 |
KRAFT CPAS, PLLC2 years Filed as: KRAFT CPAS PLLC Service code 10 · EIN 62-0713250 | Accounting | $18,575 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $57,190 | $126,111-54.7% | $142,449-59.9% | $80,160-28.7% |
| Participation rate | 95.0% | 87.5%+7.5pp | 76.8%+18.3pp | 72.9%+22.1pp |
| Annual return | 16.63% | 23.39%-6.8pp | 19.99%-3.4pp | 40.38%-23.8pp |
| Employer contribution / active EE | $3,467 | $6,430-46.1% | $4,847-28.5% | $2,978+16.4% |
| Participant deferral / active EE | $4,600 | $7,822-41.2% | $6,283-26.8% | $5,017-8.3% |
| Admin fee / account holder | $44 | $92-52.2% | $10,011-99.6% | $145-69.5% |