Filed March 10, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SCHULZ WEALTH, LTD.1 year Filed as: SCHULZ WEALTH LTD Service code 27 1752 BROAD PARK CIRCLE NORTH · MANSFIELD, TX 76063 | Advisory (Plan) | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $508,434 | $89,465+468.3% | $165,100+208.0% | $77,762+553.8% |
| Participation rate | 99.1% | 78.6%+20.5pp | 78.6%+20.5pp | 70.6%+28.5pp |
| Annual return | 16.35% | 28.86%-12.5pp | 70.21%-53.9pp | 31.27%-14.9pp |
| Employer contribution / active EE | $8,729 | $2,565+240.3% | $4,348+100.8% | $2,728+220.0% |
| Participant deferral / active EE | $0 | $4,904-100.0% | $6,035-100.0% | $4,651-100.0% |
| Admin fee / account holder | $13 | $340-96.3% | $12,696-99.9% | $433-97.1% |