Filed December 12, 2023
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 |
|---|---|---|
CDM RETIREMENT CONSULTANTS, INC.2+ years Service code 15 · EIN 52-2136664 300 E. JOPPA RD., STE 601 · TOWSON, MD 21286 | Recordkeeping | $3,605 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 26 1355 BEVERLY RD · MCLEAN, VA 22101 | Advisory (Participants) | $1,034 |
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 | $111,683 | $46,732+139.0% | $156,549-28.7% | $55,167+102.4% |
| Participation rate | 91.8% | 65.8%+26.0pp | 84.0%+7.8pp | 69.0%+22.8pp |
| Annual return | 9.05% | 17.72%-8.7pp | 32.23%-23.2pp | 169.23%-160.2pp |
| Employer contribution / active EE | $4,949 | $2,105+135.1% | $5,501-10.0% | $1,963+152.2% |
| Participant deferral / active EE | $5,648 | $2,204+156.2% | $4,871+15.9% | $3,054+84.9% |
| Admin fee / account holder | $26 | $418-93.8% | $13,027-99.8% | $504-94.9% |