Filed April 12, 2021 (most recent of 2 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 |
|---|---|---|
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $19,287 |
MILLIMAN, INC.9 years Service code 15 · EIN 91-0675641 | Recordkeeping | $7,334 |
Filed as: CHARLES SCHWAB & CO., INC Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.10+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,347 | $96,486+43.4% | $153,485-9.9% | $77,643+78.2% |
| Participation rate | 83.1% | 81.6%+1.4pp | 77.1%+6.0pp | 70.6%+12.5pp |
| Annual return | 17.94% | 14.44%+3.5pp | 15.65%+2.3pp | 31.24%-13.3pp |
| Employer contribution / active EE | $7,436 | $5,224+42.3% | $5,039+47.6% | $2,726+172.8% |
| Participant deferral / active EE | $10,342 | $6,609+56.5% | $6,757+53.0% | $4,647+122.5% |
| Admin fee / account holder | $57 | $182-68.6% | $12,724-99.5% | $430-86.7% |