Filed October 15, 2024 (most recent of 4 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 15 · EIN 16-1450952 | Recordkeeping | $21,380 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $17,838 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $30,219 | $80,005-62.2% | $140,016-78.4% | $55,725-45.8% |
| Participation rate | 91.1% | 87.0%+4.2pp | 87.5%+3.7pp | 70.9%+20.3pp |
| Annual return | -5.24% | 0.46%-5.7pp | 651.12%-656.4pp | 244.93%-250.2pp |
| Employer contribution / active EE | $1,603 | $3,403-52.9% | $5,606-71.4% | $2,078-22.9% |
| Participant deferral / active EE | $2,440 | $5,264-53.6% | $6,927-64.8% | $3,356-27.3% |
| Admin fee / account holder | $20 | $116-82.7% | $10,705-99.8% | $115-82.6% |