Filed March 10, 2017
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 |
|---|---|---|
NADLER FINANCIAL GROUP, INC.5 years Filed as: NADLER FINANCIAL GROUP INC Service code 28 · EIN 36-4156113 | Investment Management | $80,645 |
CHARLES SCHWAB & CO., INC.5 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,505 | $99,078-13.7% | $96,544-11.4% | $74,419+14.9% |
| Participation rate | 75.7% | 80.7%-4.9pp | 76.0%-0.2pp | 70.7%+5.0pp |
| Annual return | 15.29% | 22.48%-7.2pp | 25.84%-10.5pp | 34.38%-19.1pp |
| Employer contribution / active EE | $3,285 | $2,570+27.8% | $2,965+10.8% | $2,637+24.6% |
| Participant deferral / active EE | $3,484 | $4,933-29.4% | $4,851-28.2% | $4,528-23.1% |
| Admin fee / account holder | $135 | $225-40.1% | $8,252-98.4% | $348-61.3% |