Filed April 5, 2022
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.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $715,168 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 28 · EIN 36-4291971 | Investment Management | $101,250 |
JELD-WEN, INC.1 year Filed as: JELD-WEN INC. Service code 49 · EIN 93-0496342 | Other Services | $22,472 |
JONES & ROTH, PC2+ years Filed as: JONES & ROTH PC Service code 10 · EIN 93-0819646 | Accounting | $11,000 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO, N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $5,198 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,653 | $88,581-78.9% | $74,183-74.9% | $65,292-71.4% |
| Participation rate | 93.1% | 86.2%+6.9pp | 76.6%+16.5pp | 72.4%+20.7pp |
| Annual return | 9.05% | 11.72%-2.7pp | 17.74%-8.7pp | 11.84%-2.8pp |
| Employer contribution / active EE | $1,411 | $3,021-53.3% | $2,370-40.5% | $2,302-38.7% |
| Participant deferral / active EE | $2,148 | $4,898-56.2% | $3,550-39.5% | $3,579-40.0% |
| Admin fee / account holder | $72 | $60+21.1% | $5,586-98.7% | $57+26.2% |