Filed December 22, 2015
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 |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $30,408 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 12 · EIN 42-1558009 | Custodial (securities); Account maint... | $10,889 |
CHARLES SCHWAB & CO., INC.4+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
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 | $153,810 | $59,186+159.9% | $76,768+100.4% | $56,287+173.3% |
| Participation rate | 93.2% | 75.2%+18.0pp | 77.0%+16.3pp | 69.9%+23.4pp |
| Annual return | -2.52% | 6.62%-9.1pp | 2.43%-4.9pp | -9.96%+7.4pp |
| Employer contribution / active EE | $1,360 | $1,759-22.7% | $2,485-45.3% | $2,111-35.6% |
| Participant deferral / active EE | $3,407 | $3,255+4.7% | $3,852-11.5% | $3,350+1.7% |
| Admin fee / account holder | $109 | $489-77.7% | $6,675-98.4% | $521-79.1% |