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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $8,305 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $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 | $73,128 | $64,286+13.8% | $90,951-19.6% | $73,409-0.4% |
| Participation rate | 92.6% | 63.6%+29.0pp | 69.0%+23.6pp | 72.2%+20.4pp |
| Annual return | 14.98% | 21.45%-6.5pp | 134.60%-119.6pp | 59.29%-44.3pp |
| Employer contribution / active EE | $2,368 | $895+164.7% | $2,122+11.6% | $2,234+6.0% |
| Participant deferral / active EE | $6,934 | $2,453+182.7% | $3,373+105.6% | $3,805+82.2% |
| Admin fee / account holder | $10 | $287-96.4% | $5,959-99.8% | $158-93.5% |