Filed February 7, 2019 (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.11+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $102,454 |
THOMPSON HINE2 years Filed as: THOMPSON HINE LLP Service code 10 · EIN 34-0575300 | Accounting | $33,470 |
AVANTAX INSURANCE AGENCY LLC5 years Filed as: AVANTAX PLANNING PARTNERS INC Service code 26 · EIN 42-1447865 | Advisory (Participants) | $18,999 |
Service code 26 · EIN 84-2354986 | Advisory (Participants) | $15,430 |
Service code 26 · EIN 84-3178156 | Advisory (Participants) | $10,347 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 91-1732282 | Direct payment from the plan; Shareho... | $10,338 |
FINANCIAL ENGINES2 years Filed as: FINANCIAL ENGINES ADVISORS LLC Service code 26 · EIN 77-0473565 | Advisory (Participants) | $5,866 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,771 | $102,872+147.7% | $100,534+153.4% | $102,872+147.7% |
| Participation rate | 99.2% | 73.0%+26.2pp | 80.6%+18.6pp | 73.0%+26.2pp |
| Annual return | 17.46% | 19.06%-1.6pp | 32.66%-15.2pp | 19.06%-1.6pp |
| Employer contribution / active EE | $10,079 | $3,526+185.8% | $4,346+131.9% | $3,526+185.8% |
| Participant deferral / active EE | $11,950 | $5,535+115.9% | $6,144+94.5% | $5,535+115.9% |
| Admin fee / account holder | $54 | $292-81.5% | $7,654-99.3% | $292-81.5% |