Filed March 28, 2018
Total covered: 12 employees
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 12 · EIN 13-3689044 | Shareholder servicing fees; Sales loa... | $106,297 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,488 | $67,512-22.3% | $185,823-71.8% | $93,030-43.6% |
| Participation rate | 67.4% | 67.1%+0.2pp | 81.7%-14.3pp | 73.9%-6.6pp |
| Annual return | 14.46% | 21.04%-6.6pp | 122.05%-107.6pp | 158.70%-144.2pp |
| Employer contribution / active EE | $1,158 | $1,783-35.1% | $5,167-77.6% | $2,706-57.2% |
| Participant deferral / active EE | $2,900 | $3,035-4.5% | $5,568-47.9% | $4,562-36.4% |
| Admin fee / account holder | $47 | $318-85.2% | $16,237-99.7% | $152-68.9% |