Filed March 17, 2017 (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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,076 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $19,140 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $16,027 |
Filed as: SOUTHWESTERN/GREAT AMERI Service code 10 · EIN 62-1073578 | Accounting | $12,131 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,669 | $107,378-40.7% | $108,579-41.4% | $57,658+10.4% |
| Participation rate | 79.4% | 77.1%+2.3pp | 79.6%-0.1pp | 70.2%+9.2pp |
| Annual return | 5.00% | 12.80%-7.8pp | -51.70%+56.7pp | 5.13%-0.1pp |
| Employer contribution / active EE | $285 | $1,782-84.0% | $3,758-92.4% | $1,974-85.5% |
| Participant deferral / active EE | $2,731 | $3,221-15.2% | $4,311-36.7% | $3,061-10.8% |
| Admin fee / account holder | $46 | $108-57.6% | $7,645-99.4% | $95-51.3% |