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.8 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $42,087 |
GALLAGHER FIDUCIARY ADVISORS, LLC10+ years Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 28 · EIN 26-0516431 | Investment Management | $41,500 |
FAYEZ SAROFIM & CO5 years Service code 28 · EIN 74-1312679 | Investment Management | $37,076 |
ASSURANCE DIMENSIONS3 years Service code 10 · EIN 26-3429295 | Accounting | $8,000 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.10+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,523 | $55,331+20.2% | $81,812-18.7% | $199,593-66.7% |
| Participation rate | 95.8% | 62.5%+33.3pp | 72.3%+23.5pp | 72.0%+23.9pp |
| Annual return | 15.73% | 19.59%-3.9pp | 773.79%-758.1pp | 34.25%-18.5pp |
| Employer contribution / active EE | $2,564 | $2,101+22.0% | $2,912-12.0% | $3,034-15.5% |
| Participant deferral / active EE | $6,555 | $3,283+99.7% | $4,319+51.8% | $5,087+28.9% |
| Admin fee / account holder | $35 | $346-90.0% | $7,386-99.5% | $269-87.1% |