Filed June 28, 2023 (most recent of 2 filings on file)
Total covered: 16 employees
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.7+ years Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $8,815 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $235,493-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 24.6%-24.6pp | 5.6%-5.6pp |
| Annual return | 2.26% | 39.77%-37.5pp | -6.07%+8.3pp | 39.77%-37.5pp |
| Employer contribution / active EE | $3,009 | $19,959-84.9% | $37,389-92.0% | $19,959-84.9% |
| Participant deferral / active EE | $0 | $614-100.0% | $182-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $12,327-100.0% | $62-100.0% |