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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,040 |
USI CONSULTING GROUP2 years Service code 15 · EIN 06-1053228 | Recordkeeping | $12,200 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 42-1558009 | Custodial (securities); Float revenue... | $4 |
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 | $63,797 | $95,776-33.4% | $162,163-60.7% | $77,787-18.0% |
| Participation rate | 97.1% | 88.6%+8.5pp | 87.6%+9.6pp | 73.2%+23.9pp |
| Annual return | 26.60% | 37.03%-10.4pp | 115.59%-89.0pp | 32.57%-6.0pp |
| Employer contribution / active EE | $2,034 | $3,874-47.5% | $5,614-63.8% | $2,504-18.8% |
| Participant deferral / active EE | $6,046 | $6,125-1.3% | $7,298-17.2% | $3,967+52.4% |
| Admin fee / account holder | $13 | $88-85.7% | $10,843-99.9% | $100-87.5% |