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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $192,235 |
KRAFT CPAS, PLLC3 years Filed as: KRAFT CPAS PLLC Service code 10 · EIN 62-0713250 | Accounting | $30,060 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $59,049 | $139,767-57.8% | $153,485-61.5% | $199,593-70.4% |
| Participation rate | 96.0% | 85.1%+10.9pp | 77.1%+19.0pp | 72.0%+24.1pp |
| Annual return | 14.75% | 20.59%-5.8pp | 15.65%-0.9pp | 34.25%-19.5pp |
| Employer contribution / active EE | $3,563 | $6,517-45.3% | $5,039-29.3% | $3,034+17.4% |
| Participant deferral / active EE | $4,774 | $8,055-40.7% | $6,757-29.4% | $5,087-6.2% |
| Admin fee / account holder | $64 | $98-34.8% | $12,724-99.5% | $269-76.3% |