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 |
|---|---|---|
RIDGEWORTH3+ years Filed as: GENEVA ADVISORS LLC Service code 26 · EIN 04-3689735 | Advisory (Participants) | $190,746 |
Service code 26 · EIN 20-0822261 | Advisory (Participants) | $73,674 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $53,488 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $41,046 |
BALASA DINVERNO & FOLTZ LLC2 years Service code 26 · EIN 36-4445980 | Advisory (Participants) | $7,075 |
BAIRD FUNDS2 years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 28 · EIN 39-6037917 | Investment Management | $6,760 |
WILLIAM BLAIR2 years Filed as: WILLIAM BLAIR INVESTMENT MGMT Service code 26 · EIN 47-2614791 | Advisory (Participants) | $5,217 |
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 | $240,474 | $96,458+149.3% | $136,294+76.4% | $77,958+208.5% |
| Participation rate | 93.9% | 75.4%+18.5pp | 81.9%+12.0pp | 71.6%+22.2pp |
| Annual return | 34.62% | 23.78%+10.8pp | 5155.94%-5121.3pp | 20.87%+13.7pp |
| Employer contribution / active EE | $3,950 | $3,144+25.6% | $4,695-15.9% | $2,310+70.9% |
| Participant deferral / active EE | $12,420 | $5,902+110.4% | $6,247+98.8% | $3,537+251.2% |
| Admin fee / account holder | $13 | $80-83.6% | $9,243-99.9% | $97-86.5% |