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 |
|---|---|---|
BKD, LLP1 year Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $9,900 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $2,018 |
Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 59 · EIN 42-1558009 | Shareholder Servicing | $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 | $180,628 | $51,620+249.9% | $90,281+100.1% | $65,185+177.1% |
| Participation rate | 88.8% | 68.6%+20.2pp | 73.3%+15.5pp | 70.2%+18.6pp |
| Annual return | 18.89% | 24.94%-6.0pp | 78.10%-59.2pp | 29.38%-10.5pp |
| Employer contribution / active EE | $7,127 | $2,235+218.9% | $2,854+149.7% | $2,177+227.4% |
| Participant deferral / active EE | $6,672 | $2,871+132.4% | $3,885+71.7% | $3,514+89.9% |
| Admin fee / account holder | $102 | $384-73.4% | $5,351-98.1% | $847-87.9% |