Filed May 8, 2019
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 7-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 |
|---|---|---|
BURGESS CHAMBERS & ASSOC INC4 years Filed as: BURGESS CHAMBERS & ASSOCIATES, INC. Service code 27 · EIN 59-2878619 | Advisory (Plan) | $25,000 |
RICHMOND CAPITAL MANAGEMENT4 years Filed as: RICHMOND CAPITAL MANAGEMENT, INC. Service code 27 · EIN 54-1288566 | Advisory (Plan) | $19,623 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage | $3,795 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 33 · EIN 82-3967259 | Securities brokerage | $1,858 |
See 1 actuary disclosure. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,032-100.0% | - | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 9.9%-9.9pp |
| Annual return | -16.50% | -14.09%-2.4pp | 179.55%-196.1pp | -5.25%-11.3pp |
| Employer contribution / active EE | $23,385 | $19,237+21.6% | $24,917-6.1% | $15,166+54.2% |
| Participant deferral / active EE | $0 | $307-100.0% | $463-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | - | $3,859-100.0% |