Filed October 26, 2018 (most recent of 4 filings on file)
Total covered: 12 employees
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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $254,635 |
GOLDMAN SACHS10+ years Service code 26 · EIN 13-4019460 | Advisory (Participants) | $250,107 |
BAIRD FUNDS3 years Filed as: ROBERT W BAIRD CO INCORPORAT Service code 28 · EIN 39-6037917 | Investment Management | $71,250 |
BDO USA, LLP4 years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $43,433 |
THE BANK OF NEW YORK MELLON4 years Filed as: BNY MELLON Service code 26 · EIN 13-5160382 | Advisory (Participants) | $36,381 |
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 | $110,306 | $112,623-2.1% | $106,213+3.9% | $199,593-44.7% |
| Participation rate | 98.1% | 86.2%+11.9pp | 75.3%+22.8pp | 72.0%+26.1pp |
| Annual return | 12.60% | 15.57%-3.0pp | 116.14%-103.5pp | 34.25%-21.7pp |
| Employer contribution / active EE | $4,469 | $4,575-2.3% | $3,171+40.9% | $3,034+47.3% |
| Participant deferral / active EE | $6,300 | $6,659-5.4% | $5,016+25.6% | $5,087+23.9% |
| Admin fee / account holder | $96 | $107-10.1% | $11,033-99.1% | $269-64.2% |