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 |
|---|---|---|
Filed as: FIRST-CITIZENS BANK & TRUST COMPANY Service code 21 · EIN 56-0223230 | Bank Trustee | $39,297 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
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 | $138,114 | $98,982+39.5% | $162,163-14.8% | $65,185+111.9% |
| Participation rate | 98.5% | 85.8%+12.8pp | 87.6%+11.0pp | 70.2%+28.3pp |
| Annual return | 19.43% | 24.84%-5.4pp | 115.59%-96.2pp | 29.38%-10.0pp |
| Employer contribution / active EE | $2,683 | $3,467-22.6% | $5,614-52.2% | $2,177+23.2% |
| Participant deferral / active EE | $4,678 | $5,384-13.1% | $7,298-35.9% | $3,514+33.1% |
| Admin fee / account holder | $149 | $596-74.9% | $10,843-98.6% | $847-82.4% |