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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $99,806 |
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 | $195,128 | $197,941-1.4% | $100,534+94.1% | $85,563+128.1% |
| Participation rate | 93.7% | 83.8%+9.9pp | 80.6%+13.0pp | 66.0%+27.7pp |
| Annual return | 17.44% | 21.00%-3.6pp | 32.66%-15.2pp | 31.51%-14.1pp |
| Employer contribution / active EE | $2,335 | $7,157-67.4% | $4,346-46.3% | $2,654-12.0% |
| Participant deferral / active EE | $10,905 | $9,061+20.3% | $6,144+77.5% | $4,375+149.2% |
| Admin fee / account holder | $223 | $1,158-80.7% | $7,654-97.1% | $834-73.2% |