Filed August 6, 2018 (most recent of 6 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
GREGORY J SCHWARTZ & COMPANY INC3+ years Filed as: GREGORY J. SCHWARTZ & CO., INC. Service code 26 · EIN 38-2117812 | Advisory (Participants) | $80,592 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$16,168 |
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 | $111,044 | $80,005+38.8% | $140,016-20.7% | $55,725+99.3% |
| Participation rate | 97.7% | 87.0%+10.7pp | 87.5%+10.2pp | 70.9%+26.9pp |
| Annual return | -4.83% | 0.46%-5.3pp | 651.12%-655.9pp | 244.93%-249.8pp |
| Employer contribution / active EE | $4,319 | $3,403+26.9% | $5,606-22.9% | $2,078+107.8% |
| Participant deferral / active EE | $4,583 | $5,264-12.9% | $6,927-33.8% | $3,356+36.6% |
| Admin fee / account holder | $92 | $116-20.3% | $10,705-99.1% | $115-20.0% |