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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $134,259 |
AON CONSULTING5+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 · EIN 36-3109431 | Investment Management | $40,818 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $57,149 | $110,699-48.4% | $177,821-67.9% | $90,288-36.7% |
| Participation rate | 98.5% | 88.3%+10.1pp | 87.7%+10.8pp | 73.4%+25.1pp |
| Annual return | 12.21% | 22.79%-10.6pp | 48.32%-36.1pp | 53.97%-41.8pp |
| Employer contribution / active EE | $1,773 | $4,118-57.0% | $5,918-70.0% | $2,524-29.8% |
| Participant deferral / active EE | $3,498 | $6,731-48.0% | $7,714-54.7% | $4,232-17.3% |
| Admin fee / account holder | $110 | $90+22.5% | $12,427-99.1% | $114-3.3% |