Filed April 28, 2023 (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 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: CHARLES SCHWAB BANK Service code 18 | Custodial (securities); Custodial (ot... | $32,719 |
USI CONSULTING GROUP3+ years Filed as: KIBBLE & PRENTICE HOLDING COMPANY Service code 15 · EIN 91-1176315 | Recordkeeping | $17,300 |
CHARLES SCHWAB & CO., INC.3+ years Service code 18 · EIN 94-1737782 | Custodial (securities); Custodial (ot... | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 42-1558009 | Investment management fees paid indir... | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $53,785 | $89,274-39.8% | $149,718-64.1% | $77,958-31.0% |
| Participation rate | 95.5% | 87.6%+7.9pp | 87.1%+8.5pp | 71.6%+23.9pp |
| Annual return | 23.29% | 20.36%+2.9pp | 1501.63%-1478.3pp | 20.87%+2.4pp |
| Employer contribution / active EE | $1,688 | $3,727-54.7% | $5,445-69.0% | $2,310-27.0% |
| Participant deferral / active EE | $5,025 | $5,382-6.6% | $6,569-23.5% | $3,537+42.1% |
| Admin fee / account holder | $8 | $240-96.8% | $11,283-99.9% | $97-92.2% |