Filed September 21, 2015
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.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $702,129 |
FALCON WEALTH PLANNING INC3 years Service code 26 · EIN 47-2775420 | Advisory (Participants) | $13,509 |
GERBER KAWASAKI WEALTH &1 year Service code 26 · EIN 27-2274173 | Advisory (Participants) | $6,475 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $4,017 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,875 | $119,627+32.0% | $146,958+7.4% | $99,062+59.4% |
| Participation rate | 89.8% | 73.4%+16.4pp | 82.2%+7.7pp | 71.6%+18.2pp |
| Annual return | 15.84% | 28.82%-13.0pp | 418.34%-402.5pp | 17.66%-1.8pp |
| Employer contribution / active EE | $6,492 | $4,153+56.3% | $4,933+31.6% | $3,262+99.0% |
| Participant deferral / active EE | $14,007 | $7,997+75.1% | $8,070+73.6% | $5,331+162.7% |
| Admin fee / account holder | $52 | $150-65.2% | $12,998-99.6% | $109-52.3% |