Filed March 5, 2019
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 | Participant loan processing; Sharehol... | $83,410 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $212 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $72,345 | $74,024-2.3% | $77,999-7.2% | $57,658+25.5% |
| Participation rate | 98.5% | 79.7%+18.8pp | 75.5%+23.0pp | 70.2%+28.3pp |
| Annual return | 12.72% | 12.14%+0.6pp | 425.96%-413.2pp | 5.13%+7.6pp |
| Employer contribution / active EE | $2,977 | $2,365+25.9% | $2,470+20.5% | $1,974+50.8% |
| Participant deferral / active EE | $4,986 | $3,533+41.1% | $3,497+42.6% | $3,061+62.9% |
| Admin fee / account holder | $183 | $93+95.8% | $5,480-96.7% | $95+93.1% |