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., INC. Service code 26 · EIN 38-2117811 | Advisory (Participants) | $84,518 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$39,269 |
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 | $163,018 | $111,608+46.1% | $177,821-8.3% | $73,409+122.1% |
| Participation rate | 97.5% | 87.9%+9.6pp | 87.7%+9.8pp | 72.2%+25.3pp |
| Annual return | 17.21% | 18.23%-1.0pp | 48.32%-31.1pp | 59.29%-42.1pp |
| Employer contribution / active EE | $4,484 | $3,796+18.1% | $5,918-24.2% | $2,234+100.7% |
| Participant deferral / active EE | $5,427 | $6,199-12.4% | $7,714-29.6% | $3,805+42.6% |
| Admin fee / account holder | $68 | $166-58.7% | $12,427-99.4% | $158-56.7% |