Filed September 7, 2021 (most recent of 5 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 | $95,049 |
BRADY MARTZ & ASSOCIATES10+ years Filed as: BRADY MARTZ AND ASSOCIATES PC Service code 10 · EIN 45-0310328 | Accounting | $6,400 |
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 | $169,606 | $155,364+9.2% | $103,476+63.9% | $77,643+118.4% |
| Participation rate | 90.5% | 85.5%+5.0pp | 80.5%+10.0pp | 70.6%+20.0pp |
| Annual return | 17.73% | 19.02%-1.3pp | 23.90%-6.2pp | 31.24%-13.5pp |
| Employer contribution / active EE | $2,121 | $5,949-64.3% | $4,672-54.6% | $2,726-22.2% |
| Participant deferral / active EE | $9,789 | $8,482+15.4% | $6,623+47.8% | $4,647+110.6% |
| Admin fee / account holder | $229 | $503-54.5% | $9,413-97.6% | $430-46.8% |