Filed December 14, 2018 (most recent of 2 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 |
|---|---|---|
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $68,333 |
MORNINGSTAR3+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $5,631 |
Filed as: CHARLES SCHWAB AND CO INC Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Shareholder servicing fees; Direct pa... | $100 |
Filed as: CHARLES SCHWAB AND CO., INC. Service code 33 | Direct payment from the plan; Securit... | $0 |
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 | $237,212 | $63,299+274.8% | $91,001+160.7% | $62,292+280.8% |
| Participation rate | 97.7% | 73.3%+24.4pp | 75.6%+22.1pp | 69.5%+28.2pp |
| Annual return | 28.86% | 20.99%+7.9pp | 4.60%+24.3pp | 28.90%0pp |
| Employer contribution / active EE | $9,468 | $1,807+424.0% | $2,456+285.6% | $2,042+363.6% |
| Participant deferral / active EE | $8,754 | $2,943+197.5% | $3,547+146.8% | $3,169+176.2% |
| Admin fee / account holder | $281 | $468-40.0% | $5,417-94.8% | $479-41.5% |