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 | $69,139 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 28 · EIN 20-8874282 | Investment Management | $30,992 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $540 |
Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $17 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,558 | $34,495-2.7% | $78,689-57.4% | $63,975-47.5% |
| Participation rate | 90.3% | 60.8%+29.5pp | 73.6%+16.7pp | 71.1%+19.2pp |
| Annual return | 7.59% | 11.62%-4.0pp | 62.18%-54.6pp | 48.65%-41.1pp |
| Employer contribution / active EE | $1,076 | $1,398-23.0% | $2,851-62.3% | $2,182-50.7% |
| Participant deferral / active EE | $3,275 | $2,100+55.9% | $3,517-6.9% | $3,356-2.4% |
| Admin fee / account holder | $77 | $68+13.7% | $4,510-98.3% | $70+9.7% |