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 3-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) | $145,517 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $60,692 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $23,129 |
BEACON POINTE ADVISORS LLC2 years Service code 26 · EIN 27-0636826 | Advisory (Participants) | $8,164 |
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 | $169,747 | $145,877+16.4% | $150,045+13.1% | $102,872+65.0% |
| Participation rate | 97.6% | 79.8%+17.8pp | 82.3%+15.3pp | 73.0%+24.6pp |
| Annual return | 19.42% | 21.37%-2.0pp | 62.55%-43.1pp | 19.06%+0.4pp |
| Employer contribution / active EE | $13,332 | $4,710+183.1% | $4,693+184.1% | $3,526+278.1% |
| Participant deferral / active EE | $15,856 | $9,491+67.1% | $7,997+98.3% | $5,535+186.5% |
| Admin fee / account holder | $41 | $176-76.5% | $13,435-99.7% | $292-85.9% |