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 |
|---|---|---|
SHERIDAN ROAD ADVISORS LLC3 years Filed as: HUB INVESTMENT ADVISORS INC Service code 28 · EIN 20-1113894 | Investment Management | $113,217 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $88,168 |
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 | $142,799 | $89,808+59.0% | $100,391+42.2% | $77,643+83.9% |
| Participation rate | 98.7% | 81.2%+17.5pp | 81.5%+17.2pp | 70.6%+28.1pp |
| Annual return | 14.59% | 20.62%-6.0pp | 49.20%-34.6pp | 31.24%-16.7pp |
| Employer contribution / active EE | $3,200 | $3,039+5.3% | $3,942-18.8% | $2,726+17.4% |
| Participant deferral / active EE | $9,519 | $8,284+14.9% | $8,082+17.8% | $4,647+104.8% |
| Admin fee / account holder | $460 | $174+163.7% | $7,899-94.2% | $430+6.8% |