Filed December 28, 2016
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 |
|---|---|---|
AON CONSULTING1 year Filed as: AON CONSULTING INC Service code 28 · EIN 22-2232264 | Investment Management | $43,656 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $41,356 |
STEPHEN C. HIMEL CPA LLC5 years Filed as: STEPHEN C HIMEL CPA LLC Service code 10 · EIN 20-8410792 | Accounting | $14,250 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.8+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,362 | $28,956+163.7% | $71,735+6.5% | $64,808+17.8% |
| Participation rate | 92.7% | 65.2%+27.6pp | 62.3%+30.4pp | 71.5%+21.3pp |
| Annual return | -18.06% | -7.39%-10.7pp | 9.14%-27.2pp | 32.82%-50.9pp |
| Employer contribution / active EE | $3,771 | $1,159+225.5% | $1,704+121.3% | $2,506+50.5% |
| Participant deferral / active EE | $7,344 | $2,686+173.4% | $2,658+176.3% | $4,310+70.4% |
| Admin fee / account holder | $108 | $124-13.2% | $3,974-97.3% | $188-42.5% |