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 | $103,024-19.7% | $112,040-26.1% | $79,634+3.9% |
| Participation rate | 92.5% | 80.6%+12.0pp | 76.5%+16.0pp | 62.5%+30.1pp |
| Annual return | 10.46% | 17.60%-7.1pp | 24.52%-14.1pp | 36.46%-26.0pp |
| Employer contribution / active EE | $1,704 | $3,015-43.5% | $2,954-42.3% | $2,529-32.6% |
| Participant deferral / active EE | $5,104 | $5,233-2.5% | $5,098+0.1% | $3,835+33.1% |
| Admin fee / account holder | $76 | $465-83.7% | $12,098-99.4% | $1,002-92.4% |