Filed April 23, 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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Service code 19 | Securities Custodian | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,586 | $136,307-13.7% | $177,821-33.9% | $73,488+60.0% |
| Participation rate | 96.5% | 86.1%+10.4pp | 87.7%+8.8pp | 70.7%+25.8pp |
| Annual return | 13.75% | 18.68%-4.9pp | 48.32%-34.6pp | 28.51%-14.8pp |
| Employer contribution / active EE | $5,971 | $3,712+60.8% | $5,918+0.9% | $2,270+163.0% |
| Participant deferral / active EE | $5,504 | $5,829-5.6% | $7,714-28.6% | $3,740+47.2% |
| Admin fee / account holder | $87 | $596-85.4% | $12,427-99.3% | $513-83.1% |