Filed February 21, 2023 (most recent of 3 filings on file)
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.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 11 · EIN 34-1479833 | Actuarial | $113,666 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $69,000 |
ASSURANCE DIMENSIONS3 years Service code 10 · EIN 26-3429295 | Accounting | $9,500 |
Filed as: CHARLES SCHWAB & CO INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
See 1 actuary disclosure. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $342,274-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 0.0%0pp |
| Annual return | 10.85% | 9.30%+1.5pp | 8.34%+2.5pp | 9.30%+1.5pp |
| Employer contribution / active EE | $13,821 | $12,557+10.1% | $30,799-55.1% | $12,557+10.1% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $252-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $47,069-100.0% | - |