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 communication; Participan... | $111,558 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $127 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $81,455 | $65,223+24.9% | $80,019+1.8% | $55,725+46.2% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 70.9%+29.1pp |
| Annual return | 62.65% | 7.59%+55.1pp | 11.22%+51.4pp | 244.93%-182.3pp |
| Employer contribution / active EE | $3,836 | $2,544+50.8% | $2,468+55.4% | $2,078+84.6% |
| Participant deferral / active EE | $5,597 | $3,881+44.2% | $3,686+51.9% | $3,356+66.8% |
| Admin fee / account holder | $143 | $114+25.0% | $6,521-97.8% | $115+23.9% |