Filed December 18, 2018 (most recent of 2 filings on file)
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 9-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 |
|---|---|---|
MILLIMAN, INC.8 years Service code 15 · EIN 91-0675641 | Recordkeeping | $24,056 |
CHARLES SCHWAB & CO., INC.9+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,904 | $160,882+41.0% | $200,582+13.1% | $102,872+120.6% |
| Participation rate | 99.0% | 91.2%+7.8pp | 86.9%+12.1pp | 73.0%+26.0pp |
| Annual return | 18.38% | 18.15%+0.2pp | 42.33%-23.9pp | 19.06%-0.7pp |
| Employer contribution / active EE | $14,640 | $5,602+161.3% | $6,419+128.1% | $3,526+315.1% |
| Participant deferral / active EE | $13,885 | $9,300+49.3% | $9,331+48.8% | $5,535+150.9% |
| Admin fee / account holder | $14 | $125-89.0% | $16,305-99.9% | $292-95.3% |