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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $19,328 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $11,790 |
CHARLES SCHWAB & CO., INC.6+ 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 | $36,600 | $111,608-67.2% | $177,821-79.4% | $73,409-50.1% |
| Participation rate | 94.8% | 87.9%+6.9pp | 87.7%+7.0pp | 72.2%+22.6pp |
| Annual return | 15.69% | 18.23%-2.5pp | 48.32%-32.6pp | 59.29%-43.6pp |
| Employer contribution / active EE | $2,090 | $3,796-44.9% | $5,918-64.7% | $2,234-6.4% |
| Participant deferral / active EE | $2,821 | $6,199-54.5% | $7,714-63.4% | $3,805-25.9% |
| Admin fee / account holder | $9 | $166-94.4% | $12,427-99.9% | $158-94.2% |