Filed April 26, 2021 (most recent of 4 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 |
|---|---|---|
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS WEALTH ADVISORS Service code 26 · EIN 43-1815436 | Advisory (Participants) | $121,471 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $68,172 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $23,927 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,728 | $145,877+25.9% | $150,045+22.4% | $102,872+78.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 82.3%+17.7pp | 73.0%+27.0pp |
| Annual return | 18.68% | 21.37%-2.7pp | 62.55%-43.9pp | 19.06%-0.4pp |
| Employer contribution / active EE | $13,756 | $4,710+192.1% | $4,693+193.1% | $3,526+290.1% |
| Participant deferral / active EE | $16,493 | $9,491+73.8% | $7,997+106.2% | $5,535+198.0% |
| Admin fee / account holder | $37 | $176-79.2% | $13,435-99.7% | $292-87.5% |