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 |
|---|---|---|
Filed as: SCHWARTZ & CO. Service code 26 · EIN 38-2117812 | Advisory (Participants) | $91,850 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$57,772 |
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 | $143,946 | $86,897+65.7% | $151,611-5.1% | $64,808+122.1% |
| Participation rate | 96.0% | 87.3%+8.8pp | 87.5%+8.5pp | 71.5%+24.6pp |
| Annual return | -17.34% | -3.57%-13.8pp | 3.33%-20.7pp | 32.82%-50.2pp |
| Employer contribution / active EE | $5,405 | $4,010+34.8% | $6,166-12.3% | $2,506+115.7% |
| Participant deferral / active EE | $6,208 | $6,690-7.2% | $8,363-25.8% | $4,310+44.0% |
| Admin fee / account holder | $51 | $153-66.9% | $11,616-99.6% | $188-73.1% |