Filed June 1, 2020
Total covered: 201 employees
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.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $151,216 |
COOK STREET CONSULTING10+ years Service code 16 · EIN 84-0854432 | Consulting | $125,325 |
MOSS ADAMS LLP10+ years Service code 10 · EIN 91-0189318 | Accounting | $26,040 |
MILLIMAN, INC.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $16,570 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO, INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.9 years Filed as: CHARLES SCHWAB & CO., INC Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.10+ years Service code 19 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $402,165 | $122,186+229.1% | $146,958+173.7% | $199,593+101.5% |
| Participation rate | 97.6% | 78.3%+19.3pp | 82.2%+15.4pp | 72.0%+25.6pp |
| Annual return | 13.97% | 30.56%-16.6pp | 418.34%-404.4pp | 34.25%-20.3pp |
| Employer contribution / active EE | $15,628 | $4,093+281.8% | $4,933+216.8% | $3,034+415.0% |
| Participant deferral / active EE | $12,273 | $8,502+44.3% | $8,070+52.1% | $5,087+141.3% |
| Admin fee / account holder | $61 | $179-66.1% | $12,998-99.5% | $269-77.4% |