Filed August 11, 2023
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 |
|---|---|---|
RANDALL & HURLEY, INC.11+ years Filed as: RANDALL & HURLEY Service code 15 · EIN 91-1661080 1328 N. WHITMAN LANE · LIBERTY LAKE, WA 99019 | Recordkeeping | $25,463 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities Custodian | $6,625 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,749 | $98,727-16.2% | $113,168-26.9% | $85,563-3.3% |
| Participation rate | 92.5% | 80.8%+11.7pp | 76.6%+16.0pp | 66.0%+26.6pp |
| Annual return | 10.46% | 17.43%-7.0pp | 24.27%-13.8pp | 31.51%-21.1pp |
| Employer contribution / active EE | $1,704 | $2,907-41.4% | $2,975-42.7% | $2,654-35.8% |
| Participant deferral / active EE | $5,104 | $5,424-5.9% | $5,107-0.1% | $4,375+16.6% |
| Admin fee / account holder | $76 | $357-78.7% | $12,068-99.4% | $834-90.9% |