Filed August 15, 2018 (most recent of 6 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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: HUB INVESTMENT ADVISORS INC Service code 28 · EIN 20-1113894 | Investment Management | $96,805 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $88,958 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,168 | $64,612+65.9% | $86,436+24.0% | $64,808+65.4% |
| Participation rate | 97.9% | 81.5%+16.4pp | 80.3%+17.5pp | 71.5%+26.4pp |
| Annual return | -17.15% | 0.66%-17.8pp | 4394.89%-4412.0pp | 32.82%-50.0pp |
| Employer contribution / active EE | $2,694 | $2,744-1.8% | $3,769-28.5% | $2,506+7.5% |
| Participant deferral / active EE | $7,910 | $7,497+5.5% | $6,952+13.8% | $4,310+83.5% |
| Admin fee / account holder | $452 | $169+167.3% | $6,731-93.3% | $188+140.7% |