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.2 years Filed as: CHARLES SCHWAB & COMPANY Service code 18 · EIN 94-1737782 | Custodial (other than securities); Cu... | $7,115 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,851 | $78,852+26.6% | $76,768+30.1% | $75,289+32.6% |
| Participation rate | 99.7% | 85.0%+14.7pp | 77.0%+22.7pp | 72.4%+27.3pp |
| Annual return | -6.02% | -1.29%-4.7pp | 2.43%-8.4pp | -0.04%-6.0pp |
| Employer contribution / active EE | $3,354 | $2,794+20.0% | $2,485+34.9% | $2,405+39.4% |
| Participant deferral / active EE | $6,846 | $4,800+42.6% | $3,852+77.8% | $3,739+83.1% |
| Admin fee / account holder | $0 | $79-100.0% | $6,675-100.0% | $102-100.0% |