Filed February 7, 2020
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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $217,495 |
AT INVESTMENT ADVISERS INC8 years Service code 26 · EIN 20-0822261 | Advisory (Participants) | $205,701 |
CERITY PARTNERS2 years Filed as: CERITY PARTNERS LLC Service code 26 · EIN 27-1180831 | Advisory (Participants) | $48,980 |
KPMG LLP1 year Service code 10 · EIN 13-5565207 | Accounting | $44,400 |
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING INC Service code 27 · EIN 61-0736136 | Advisory (Plan) | $23,741 |
CAPITAL MGMT SERVICES INC3 years Service code 26 · EIN 43-1410129 | Advisory (Participants) | $22,954 |
FISHER INVESTMENTS6 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $21,670 |
COMPOSITION WEALTH LLC1 year Service code 26 · EIN 20-8196553 | Advisory (Participants) | $18,670 |
Service code 26 · EIN 20-3327943 | Advisory (Participants) | $13,265 |
SAVANT CAPITAL MANAGEMENT2 years Filed as: SAVANT CAPITAL LLC Service code 26 · EIN 45-3812777 | Advisory (Participants) | $11,237 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $328,800 | $122,186+169.1% | $146,958+123.7% | $199,593+64.7% |
| Participation rate | 95.6% | 78.3%+17.3pp | 82.2%+13.4pp | 72.0%+23.6pp |
| Annual return | 20.00% | 30.56%-10.6pp | 418.34%-398.3pp | 34.25%-14.2pp |
| Employer contribution / active EE | $4,096 | $4,093+0.1% | $4,933-17.0% | $3,034+35.0% |
| Participant deferral / active EE | $17,876 | $8,502+110.3% | $8,070+121.5% | $5,087+251.4% |
| Admin fee / account holder | $49 | $179-72.8% | $12,998-99.6% | $269-81.9% |