Filed May 20, 2016 (most recent of 5 filings on file)
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Sharehol... | $27,787 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $230 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,685 | $43,110-31.1% | $156,549-81.0% | $65,292-54.5% |
| Participation rate | 95.5% | 69.3%+26.2pp | 84.0%+11.5pp | 72.4%+23.1pp |
| Annual return | 19.78% | 11.24%+8.5pp | 32.23%-12.4pp | 11.84%+7.9pp |
| Employer contribution / active EE | $2,474 | $1,702+45.4% | $5,501-55.0% | $2,302+7.5% |
| Participant deferral / active EE | $3,588 | $2,520+42.4% | $4,871-26.3% | $3,579+0.3% |
| Admin fee / account holder | $4 | $47-92.5% | $13,027-100.0% | $57-93.8% |