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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES.INC Service code 15 · EIN 34-1479833 | Recordkeeping | $86,168 |
AMERICAN FUNDS5+ years Filed as: GILBERT CAPITAL GROUP Service code 28 · EIN 01-0521996 | Investment Management | $8,782 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $1,107 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | 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 | $55,407 | $62,928-12.0% | $172,739-67.9% | $67,579-18.0% |
| Participation rate | 83.6% | 64.5%+19.1pp | 82.6%+0.9pp | 71.3%+12.3pp |
| Annual return | 18.19% | 30.36%-12.2pp | 802.84%-784.7pp | 378.56%-360.4pp |
| Employer contribution / active EE | $532 | $1,636-67.5% | $5,143-89.6% | $2,148-75.2% |
| Participant deferral / active EE | $3,154 | $2,145+47.0% | $5,198-39.3% | $3,539-10.9% |
| Admin fee / account holder | $146 | $167-12.1% | $13,954-99.0% | $142+2.9% |