Filed April 25, 2023 (most recent of 5 filings on file)
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Recordkeeping fees... | $211,428 |
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 · EIN 36-3109431 | Investment Management | $25,325 |
Filed as: CHARLES SCHWAB & CO, INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,610 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,441 | $47,456-4.2% | $172,739-73.7% | $77,787-41.6% |
| Participation rate | 64.7% | 66.3%-1.5pp | 82.6%-17.9pp | 73.2%-8.5pp |
| Annual return | 23.06% | 35.57%-12.5pp | 802.84%-779.8pp | 32.57%-9.5pp |
| Employer contribution / active EE | $1,513 | $1,574-3.9% | $5,143-70.6% | $2,504-39.6% |
| Participant deferral / active EE | $2,900 | $2,560+13.3% | $5,198-44.2% | $3,967-26.9% |
| Admin fee / account holder | $95 | $81+17.3% | $13,954-99.3% | $100-5.2% |