Filed September 13, 2024 (most recent of 2 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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $381,766 |
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $129,585 |
REDPATH AND COMPANY1 year Filed as: REDPATH AND COMPANY LLC Service code 10 · EIN 92-0370318 | Accounting | $75,225 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $11,598 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,070 | $93,462+12.4% | $164,813-36.2% | $99,062+6.1% |
| Participation rate | 92.7% | 79.9%+12.8pp | 78.6%+14.1pp | 71.6%+21.1pp |
| Annual return | 17.26% | 15.71%+1.5pp | 69.93%-52.7pp | 17.66%-0.4pp |
| Employer contribution / active EE | $5,754 | $3,099+85.7% | $4,341+32.6% | $3,262+76.4% |
| Participant deferral / active EE | $6,093 | $5,366+13.6% | $6,031+1.0% | $5,331+14.3% |
| Admin fee / account holder | $91 | $81+11.8% | $12,690-99.3% | $109-16.5% |