Filed August 20, 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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $168,182 |
Filed as: FIDUCIARY ADVISORS, INC Service code 28 · EIN 43-1891647 | Investment Management | $44,000 |
BKD, LLP6+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $21,060 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,623 | $176,491-73.0% | $95,952-50.4% | $90,288-47.3% |
| Participation rate | 90.1% | 86.6%+3.5pp | 77.1%+13.0pp | 73.4%+16.7pp |
| Annual return | 11.12% | 20.14%-9.0pp | 91.61%-80.5pp | 53.97%-42.8pp |
| Employer contribution / active EE | $942 | $2,789-66.2% | $2,541-62.9% | $2,524-62.7% |
| Participant deferral / active EE | $3,560 | $5,340-33.3% | $4,167-14.6% | $4,232-15.9% |
| Admin fee / account holder | $132 | $154-14.3% | $6,795-98.1% | $114+15.8% |