Filed June 21, 2024 (most recent of 8 filings on file)
Total covered: 2 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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $464,606 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $770 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO, INC Service code 37 | Loan Processing | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,184 | $37,213-32.3% | $156,549-83.9% | $63,975-60.6% |
| Participation rate | 98.0% | 65.0%+33.0pp | 84.0%+13.9pp | 71.1%+26.8pp |
| Annual return | 7.85% | 47.89%-40.0pp | 32.23%-24.4pp | 48.65%-40.8pp |
| Employer contribution / active EE | $3,814 | $1,357+181.1% | $5,501-30.7% | $2,182+74.8% |
| Participant deferral / active EE | $4,015 | $2,070+93.9% | $4,871-17.6% | $3,356+19.6% |
| Admin fee / account holder | $66 | $56+17.9% | $13,027-99.5% | $70-5.7% |