Filed April 4, 2016
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 26 · EIN 34-1479833 | Advisory (Participants) | $84,266 |
CREATIVE PLANNING LLC2 years Service code 26 · EIN 43-1270780 | Advisory (Participants) | $21,736 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $282 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $262,496 | $61,156+329.2% | $185,823+41.3% | $79,386+230.7% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 16.44% | 19.45%-3.0pp | 122.05%-105.6pp | 116.85%-100.4pp |
| Employer contribution / active EE | $10,409 | $2,321+348.6% | $5,167+101.4% | $2,427+328.8% |
| Participant deferral / active EE | $6,601 | $2,789+136.7% | $5,568+18.6% | $4,046+63.2% |
| Admin fee / account holder | $405 | $710-43.0% | $16,237-97.5% | $626-35.4% |