Filed December 21, 2016
Total covered: 1,658 employees
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.3+ years Filed as: CHARLES SCHWAB & COMPANY Service code 18 · EIN 94-1737782 | Custodial (securities); Custodial (ot... | $16,909 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,146 | $78,852+146.2% | $76,768+152.9% | $75,289+157.9% |
| Participation rate | 99.2% | 85.0%+14.2pp | 77.0%+22.2pp | 72.4%+26.8pp |
| Annual return | -5.52% | -1.29%-4.2pp | 2.43%-7.9pp | -0.04%-5.5pp |
| Employer contribution / active EE | $7,353 | $2,794+163.1% | $2,485+195.9% | $2,405+205.7% |
| Participant deferral / active EE | $11,615 | $4,800+142.0% | $3,852+201.6% | $3,739+210.7% |
| Admin fee / account holder | $0 | $79-100.0% | $6,675-100.0% | $102-100.0% |