Filed January 31, 2018 (most recent of 8 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $31,528 |
SAGE ADVISORY SERVICES3 years Filed as: SAGE ADVISORY SERVICES LTD CO Service code 26 · EIN 74-2798841 | Advisory (Participants) | $14,883 |
MMA SECURITIES LLC5 years Service code 28 · EIN 22-3570392 | Investment Management | $9,000 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $325,553-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 2.1%-2.1pp |
| Annual return | 3.21% | 8.17%-5.0pp | 9.14%-5.9pp | 7.65%-4.4pp |
| Employer contribution / active EE | $4,237 | $17,261-75.5% | $40,544-89.5% | $20,599-79.4% |
| Participant deferral / active EE | $0 | $776-100.0% | $42-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $17,411-100.0% | $193-100.0% |