Filed March 22, 2018
Total covered: 10 employees
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 15 · EIN 16-1450952 | Recordkeeping | $79,888 |
HIGHTOWER ADVISORS LLC1 year Filed as: HIGHTOWER ADVISORS, LLC Service code 27 · EIN 36-4500709 | Advisory (Plan) | $48,233 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $6,127 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,464 | $46,292-32.0% | $143,757-78.1% | $64,808-51.5% |
| Participation rate | 85.4% | 64.2%+21.2pp | 80.3%+5.1pp | 71.5%+13.9pp |
| Annual return | -12.15% | -10.05%-2.1pp | -0.04%-12.1pp | 32.82%-45.0pp |
| Employer contribution / active EE | $2,347 | $1,910+22.9% | $4,951-52.6% | $2,506-6.3% |
| Participant deferral / active EE | $3,667 | $2,646+38.6% | $5,637-34.9% | $4,310-14.9% |
| Admin fee / account holder | $237 | $154+54.0% | $14,673-98.4% | $188+26.1% |