Filed June 21, 2024 (most recent of 2 filings on file)
Total covered: 41 employees
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.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $10,877 |
Filed as: FIRST-CITIZENS BANK & TRUST COMPANY Service code 21 · EIN 56-0223230 | Bank Trustee | $10,461 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $82,553 | $68,413+20.7% | $123,104-32.9% | $55,191+49.6% |
| Participation rate | 89.3% | 84.5%+4.7pp | 86.8%+2.5pp | 69.2%+20.1pp |
| Annual return | 0.26% | 6.30%-6.0pp | 13.22%-13.0pp | 10.78%-10.5pp |
| Employer contribution / active EE | $1,986 | $3,050-34.9% | $5,151-61.4% | $1,899+4.6% |
| Participant deferral / active EE | $3,362 | $4,490-25.1% | $6,230-46.0% | $3,046+10.4% |
| Admin fee / account holder | $34 | $88-60.8% | $9,015-99.6% | $91-62.1% |