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 INC5 years Filed as: BURGESS CHAMBERS & ASSOCIATES, INC. Service code 27 · EIN 59-2878619 | Advisory (Plan) | $25,000 |
RICHMOND CAPITAL MANAGEMENT5 years Filed as: RICHMOND CAPITAL MANAGEMENT, INC. Service code 27 · EIN 54-1288566 | Advisory (Plan) | $21,583 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage | $2,865 |
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 | $282,865-100.0% | $191,373-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 12.4%-12.4pp |
| Annual return | 14.23% | 11.14%+3.1pp | 8.46%+5.8pp | 9.89%+4.3pp |
| Employer contribution / active EE | $27,771 | $16,887+64.4% | $25,175+10.3% | $14,313+94.0% |
| Participant deferral / active EE | $0 | $276-100.0% | $181-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $730-100.0% | $9,084-100.0% |