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 |
|---|---|---|
RETIREMENT DIRECT5 years Service code 64 · EIN 91-2076699 | Recordkeeping Fees | $14,945 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $5,338 |
CHARLES SCHWAB & CO., INC.6 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,760 | $130,194-16.5% | $169,993-36.0% | $71,457+52.2% |
| Participation rate | 99.5% | 86.1%+13.3pp | 87.0%+12.5pp | 67.9%+31.5pp |
| Annual return | 20.40% | 20.37%0pp | 53.37%-33.0pp | 28.85%-8.5pp |
| Employer contribution / active EE | $6,902 | $4,381+57.5% | $6,785+1.7% | $2,588+166.7% |
| Participant deferral / active EE | $6,657 | $6,923-3.8% | $10,408-36.0% | $4,289+55.2% |
| Admin fee / account holder | $84 | $966-91.3% | $12,815-99.3% | $1,587-94.7% |