Filed January 8, 2020 (most recent of 5 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
HUBER FINANCIAL ADVISORS LLC1+ years Service code 26 · EIN 46-2591639 | Advisory (Participants) | $12,735 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $2,450 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $2,021 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
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 | $180,729 | $41,854+331.8% | $73,843+144.7% | $52,331+245.4% |
| Participation rate | 91.1% | 66.2%+24.8pp | 73.4%+17.6pp | 68.1%+23.0pp |
| Annual return | 1.12% | 2.11%-1.0pp | 2267.84%-2266.7pp | 4.54%-3.4pp |
| Employer contribution / active EE | $4,993 | $1,920+160.0% | $2,787+79.1% | $1,882+165.3% |
| Participant deferral / active EE | $6,142 | $2,498+145.9% | $3,583+71.4% | $3,022+103.2% |
| Admin fee / account holder | $120 | $493-75.7% | $4,880-97.5% | $592-79.8% |