Filed January 8, 2021
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 |
|---|---|---|
MERCER1 year Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $82,500 |
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $52,827 |
BONADIO & CO., LLP4 years Service code 10 100 CORPORATE PARKWAY · AMHERST, NY 14226 | Accounting | $11,290 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage commissions and ... | $443 |
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 | $118,931 | $79,519+49.6% | $95,952+23.9% | $73,409+62.0% |
| Participation rate | 89.6% | 81.2%+8.4pp | 77.1%+12.5pp | 72.2%+17.4pp |
| Annual return | 17.26% | 19.20%-1.9pp | 91.61%-74.4pp | 59.29%-42.0pp |
| Employer contribution / active EE | $3,175 | $2,048+55.1% | $2,541+25.0% | $2,234+42.2% |
| Participant deferral / active EE | $6,472 | $4,138+56.4% | $4,167+55.3% | $3,805+70.1% |
| Admin fee / account holder | $194 | $184+5.3% | $6,795-97.1% | $158+22.9% |