Filed February 21, 2023 (most recent of 2 filings on file)
Total covered: 5 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 |
|---|---|---|
GOODMAN FINANCIAL CORPORATION3+ years Service code 26 · EIN 76-0266967 | Advisory (Participants) | $11,078 |
CONTINUUM FINANCIAL LLC3+ years Service code 26 · EIN 75-3086947 | Advisory (Participants) | $8,190 |
Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $2,681 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $6 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $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 | $127,801 | $55,453+130.5% | $170,442-25.0% | $62,292+105.2% |
| Participation rate | 98.7% | 66.4%+32.3pp | 83.6%+15.1pp | 69.5%+29.2pp |
| Annual return | 14.70% | 21.38%-6.7pp | 205.93%-191.2pp | 28.90%-14.2pp |
| Employer contribution / active EE | $6,569 | $2,164+203.6% | $5,433+20.9% | $2,042+221.7% |
| Participant deferral / active EE | $4,710 | $2,303+104.5% | $4,939-4.7% | $3,169+48.6% |
| Admin fee / account holder | $77 | $455-83.0% | $13,880-99.4% | $479-83.9% |