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 | Distribution (12b-1) fees; Participan... | $82,783 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $800 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $93,814 | $85,199+10.1% | $57,179+64.1% | $63,975+46.6% |
| Participation rate | 75.0% | 74.0%+1.0pp | 75.3%-0.3pp | 71.1%+3.9pp |
| Annual return | 5.79% | 10.43%-4.6pp | 14.59%-8.8pp | 48.65%-42.9pp |
| Employer contribution / active EE | $3,768 | $3,446+9.3% | $2,682+40.5% | $2,182+72.7% |
| Participant deferral / active EE | $2,958 | $3,109-4.9% | $3,096-4.5% | $3,356-11.9% |
| Admin fee / account holder | $53 | $39+37.2% | $3,139-98.3% | $70-24.7% |