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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $30,825 |
CHARLES SCHWAB & CO., INC.7 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | 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 | $65,975 | $53,165+24.1% | $86,188-23.5% | $74,419-11.3% |
| Participation rate | 93.2% | 64.9%+28.4pp | 69.0%+24.3pp | 70.7%+22.5pp |
| Annual return | 19.13% | 22.64%-3.5pp | 1168.45%-1149.3pp | 34.38%-15.3pp |
| Employer contribution / active EE | $2,595 | $1,210+114.4% | $2,380+9.0% | $2,637-1.6% |
| Participant deferral / active EE | $7,795 | $3,234+141.0% | $3,985+95.6% | $4,528+72.1% |
| Admin fee / account holder | $23 | $551-95.8% | $6,852-99.7% | $348-93.3% |