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.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $407,892 |
Filed as: TIMESSQUARE CAPITAL MANAGEMENT Service code 28 · EIN 20-1665304 | Investment Management | $72,240 |
WELLS FARGO BANK, N.A.2+ years Filed as: GALLIARD CAPITAL MANAGEMENT, INC. Service code 99 | Other Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,588 | $3,611,051-98.0% | $123,892-43.0% | $329,111-78.6% |
| Participation rate | 75.3% | 60.7%+14.5pp | 81.4%-6.1pp | 67.9%+7.4pp |
| Annual return | 12.86% | 14.13%-1.3pp | 47.52%-34.7pp | 16.35%-3.5pp |
| Employer contribution / active EE | $3,538 | $1,947+81.7% | $4,617-23.4% | $2,303+53.6% |
| Participant deferral / active EE | $6,499 | $4,426+46.8% | $5,984+8.6% | $3,682+76.5% |
| Admin fee / account holder | $48 | $9,731-99.5% | $8,357-99.4% | $754-93.6% |