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.6 years Filed as: NADLER FINANCIAL GROUP INC Service code 28 · EIN 36-4156113 | Investment Management | $86,943 |
CHARLES SCHWAB & CO., INC.6 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years 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 | $91,072 | $88,890+2.5% | $102,423-11.1% | $77,643+17.3% |
| Participation rate | 74.3% | 80.9%-6.6pp | 76.5%-2.2pp | 70.6%+3.7pp |
| Annual return | 15.32% | 24.98%-9.7pp | 29.32%-14.0pp | 31.24%-15.9pp |
| Employer contribution / active EE | $3,125 | $2,698+15.8% | $3,023+3.4% | $2,726+14.6% |
| Participant deferral / active EE | $3,543 | $5,145-31.1% | $5,053-29.9% | $4,647-23.8% |
| Admin fee / account holder | $137 | $235-41.6% | $9,451-98.5% | $430-68.1% |