Filed July 9, 2020 (most recent of 3 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 | Direct payment from the plan; Investm... | $95,585 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $250 |
NATIONAL FINANCIAL SERVICES1+ 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $118,123 | $67,166+75.9% | $57,343+106.0% | $55,191+114.0% |
| Participation rate | 57.8% | 77.7%-19.9pp | 75.1%-17.3pp | 69.2%-11.4pp |
| Annual return | 0.73% | 4.22%-3.5pp | 24.39%-23.7pp | 10.78%-10.1pp |
| Employer contribution / active EE | $3,999 | $2,812+42.2% | $2,689+48.7% | $1,899+110.6% |
| Participant deferral / active EE | $3,293 | $2,835+16.2% | $3,162+4.1% | $3,046+8.1% |
| Admin fee / account holder | $77 | $44+77.0% | $3,356-97.7% | $91-15.1% |