Filed December 19, 2024
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 36-4389114 | Recordkeeping | $15,561 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $2,433 |
CHARLES SCHWAB & CO., INC.2 years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Sh... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $100,383 | $65,376+53.5% | $87,100+15.2% | $65,185+54.0% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 20.96% | 31.27%-10.3pp | 28.19%-7.2pp | 29.38%-8.4pp |
| Employer contribution / active EE | $4,176 | $1,822+129.1% | $2,521+65.6% | $2,177+91.9% |
| Participant deferral / active EE | $4,050 | $3,388+19.5% | $4,0490% | $3,514+15.3% |
| Admin fee / account holder | $98 | $520-81.2% | $7,497-98.7% | $847-88.4% |