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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,310 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,511 | $89,274-73.7% | $149,718-84.3% | $77,958-69.8% |
| Participation rate | 97.8% | 87.6%+10.1pp | 87.1%+10.7pp | 71.6%+26.1pp |
| Annual return | 0.00% | 20.36%-20.4pp | 1501.63%-1501.6pp | 20.87%-20.9pp |
| Employer contribution / active EE | $9,947 | $3,727+166.9% | $5,445+82.7% | $2,310+330.5% |
| Participant deferral / active EE | $8,654 | $5,382+60.8% | $6,569+31.7% | $3,537+144.7% |
| Admin fee / account holder | $5 | $240-97.8% | $11,283-100.0% | $97-94.5% |