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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $26,769 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6 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 | $52,775 | $39,973+32.0% | $79,550-33.7% | $77,904-32.3% |
| Participation rate | 93.2% | 64.6%+28.6pp | 69.5%+23.7pp | 73.7%+19.5pp |
| Annual return | -15.02% | 3.42%-18.4pp | 0.16%-15.2pp | 12.21%-27.2pp |
| Employer contribution / active EE | $2,409 | $1,088+121.5% | $2,413-0.2% | $2,848-15.4% |
| Participant deferral / active EE | $7,011 | $2,774+152.7% | $3,985+75.9% | $4,806+45.9% |
| Admin fee / account holder | $20 | $113-82.2% | $6,832-99.7% | $133-84.9% |