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 | Direct payment from the plan; Investm... | $760,724 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $844 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,880 | $50,127+17.5% | $149,673-60.7% | $80,160-26.5% |
| Participation rate | 100.0% | 64.3%+35.7pp | 78.8%+21.2pp | 72.9%+27.1pp |
| Annual return | 19.82% | 29.82%-10.0pp | 134.42%-114.6pp | 40.38%-20.6pp |
| Employer contribution / active EE | $6,481 | $1,865+247.6% | $4,818+34.5% | $2,978+117.7% |
| Participant deferral / active EE | $9,749 | $3,194+205.3% | $5,680+71.6% | $5,017+94.3% |
| Admin fee / account holder | $66 | $153-56.5% | $13,210-99.5% | $145-54.2% |