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 INC5+ years Filed as: GREGORY J. SCHWARTZ & CO Service code 26 · EIN 38-2117812 | Advisory (Participants) | $80,957 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$30,649 |
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 | $142,686 | $88,515+61.2% | $162,163-12.0% | $67,579+111.1% |
| Participation rate | 97.6% | 86.8%+10.8pp | 87.6%+10.0pp | 71.3%+26.3pp |
| Annual return | 23.42% | 27.04%-3.6pp | 115.59%-92.2pp | 378.56%-355.1pp |
| Employer contribution / active EE | $4,357 | $3,563+22.3% | $5,614-22.4% | $2,148+102.9% |
| Participant deferral / active EE | $4,745 | $5,724-17.1% | $7,298-35.0% | $3,539+34.1% |
| Admin fee / account holder | $76 | $124-38.8% | $10,843-99.3% | $142-46.8% |