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 |
|---|---|---|
RICHMOND CAPITAL MANAGEMENT6 years Filed as: RICHMOND CAPITAL MANAGEMENT, INC. Service code 27 · EIN 54-1288566 | Advisory (Plan) | $28,796 |
BURGESS CHAMBERS & ASSOC INC6 years Filed as: BURGESS CHAMBERS & ASSOCIATES, INC. Service code 27 · EIN 59-2878619 | Advisory (Plan) | $25,000 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage | $3,107 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $2,292 |
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 | $52,198-100.0% | - | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 11.0%-11.0pp |
| Annual return | 10.30% | 7.00%+3.3pp | 4.95%+5.3pp | 8.23%+2.1pp |
| Employer contribution / active EE | $29,147 | $13,750+112.0% | $20,917+39.4% | $13,859+110.3% |
| Participant deferral / active EE | $0 | $186-100.0% | $188-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | - | $1,652-100.0% |