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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $21,907 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,088 | $50,956+35.6% | $96,562-28.5% | $86,799-20.4% |
| Participation rate | 92.4% | 65.2%+27.1pp | 69.8%+22.5pp | 72.3%+20.1pp |
| Annual return | 35.18% | 21.27%+13.9pp | 37.78%-2.6pp | 97.91%-62.7pp |
| Employer contribution / active EE | $2,223 | $1,111+100.1% | $2,356-5.7% | $2,405-7.6% |
| Participant deferral / active EE | $6,607 | $2,954+123.6% | $3,849+71.7% | $4,131+59.9% |
| Admin fee / account holder | $18 | $166-88.9% | $6,181-99.7% | $170-89.2% |