Filed October 5, 2023
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 |
|---|---|---|
Service code 28 · EIN 13-5674085 | Investment Management | $99,615 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 11 · EIN 34-1479833 | Actuarial | $57,993 |
COLUMBIA1 year Filed as: COLUMBIA ASSET MANAGEMENT Service code 28 · EIN 41-1533211 | Investment Management | $29,879 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 33 · EIN 94-1687665 | Securities brokerage; Sub-transfer ag... | $12,535 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $82,816-100.0% | $145,218-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 20.5%-20.5pp | 14.6%-14.6pp |
| Annual return | -8.18% | -1.32%-6.9pp | -0.67%-7.5pp | 10.56%-18.7pp |
| Employer contribution / active EE | $9,719 | $18,687-48.0% | $31,731-69.4% | $13,643-28.8% |
| Participant deferral / active EE | $0 | $284-100.0% | $473-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,719-100.0% | $28,383-100.0% | $3,354-100.0% |