Filed March 7, 2025 (most recent of 4 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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $89,338 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $86,136 | $63,905+34.8% | $74,183+16.1% | $57,658+49.4% |
| Participation rate | 95.7% | 79.8%+15.9pp | 76.6%+19.0pp | 70.2%+25.4pp |
| Annual return | 2.94% | 60.60%-57.7pp | 17.74%-14.8pp | 5.13%-2.2pp |
| Employer contribution / active EE | $1,494 | $1,840-18.8% | $2,370-36.9% | $1,974-24.3% |
| Participant deferral / active EE | $3,246 | $3,448-5.9% | $3,550-8.6% | $3,061+6.1% |
| Admin fee / account holder | $309 | $91+239.4% | $5,586-94.5% | $95+227.0% |