Filed October 2, 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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $156,055 |
AON CONSULTING3+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 · EIN 36-3109431 | Investment Management | $51,610 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,664 | $82,546-48.3% | $140,016-69.5% | $75,289-43.3% |
| Participation rate | 98.0% | 88.4%+9.7pp | 87.5%+10.5pp | 72.4%+25.6pp |
| Annual return | -5.23% | -0.36%-4.9pp | 651.12%-656.3pp | -0.04%-5.2pp |
| Employer contribution / active EE | $1,596 | $3,856-58.6% | $5,606-71.5% | $2,405-33.6% |
| Participant deferral / active EE | $3,119 | $5,731-45.6% | $6,927-55.0% | $3,739-16.6% |
| Admin fee / account holder | $136 | $86+59.1% | $10,705-98.7% | $102+33.4% |