Filed August 9, 2018
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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $8,252 |
Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | 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 | $61,046 | $40,174+52.0% | $84,015-27.3% | $67,579-9.7% |
| Participation rate | 88.6% | 62.7%+25.9pp | 69.0%+19.6pp | 71.3%+17.3pp |
| Annual return | 23.82% | 25.82%-2.0pp | 71.31%-47.5pp | 378.56%-354.7pp |
| Employer contribution / active EE | $2,188 | $808+170.9% | $1,983+10.3% | $2,148+1.9% |
| Participant deferral / active EE | $6,167 | $2,301+168.0% | $3,239+90.4% | $3,539+74.3% |
| Admin fee / account holder | $10 | $128-92.0% | $6,101-99.8% | $142-92.8% |