Filed February 5, 2018 (most recent of 7 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: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $210,973 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,670 | $160,882-33.7% | $200,582-46.8% | $102,872+3.7% |
| Participation rate | 99.6% | 91.2%+8.4pp | 86.9%+12.7pp | 73.0%+26.5pp |
| Annual return | 15.86% | 18.15%-2.3pp | 42.33%-26.5pp | 19.06%-3.2pp |
| Employer contribution / active EE | $4,145 | $5,602-26.0% | $6,419-35.4% | $3,526+17.5% |
| Participant deferral / active EE | $6,539 | $9,300-29.7% | $9,331-29.9% | $5,535+18.2% |
| Admin fee / account holder | $139 | $125+11.1% | $16,305-99.2% | $292-52.6% |