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.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $217,781 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $1 |
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 | $69,601 | $81,537-14.6% | $149,718-53.5% | $69,6310% |
| Participation rate | 99.4% | 86.1%+13.3pp | 87.1%+12.4pp | 70.7%+28.8pp |
| Annual return | 14.44% | 22.79%-8.3pp | 1501.63%-1487.2pp | 27571.02%-27556.6pp |
| Employer contribution / active EE | $4,257 | $3,239+31.4% | $5,445-21.8% | $2,032+109.5% |
| Participant deferral / active EE | $3,689 | $4,994-26.1% | $6,569-43.8% | $3,224+14.4% |
| Admin fee / account holder | $216 | $107+102.2% | $11,283-98.1% | $110+95.6% |