Filed July 17, 2024 (most recent of 4 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 |
|---|---|---|
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $69,336 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $7,302 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
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 | $54,559 | $81,537-33.1% | $149,718-63.6% | $69,631-21.6% |
| Participation rate | 97.1% | 86.1%+11.0pp | 87.1%+10.0pp | 70.7%+26.4pp |
| Annual return | 19.52% | 22.79%-3.3pp | 1501.63%-1482.1pp | 27571.02%-27551.5pp |
| Employer contribution / active EE | $1,908 | $3,239-41.1% | $5,445-65.0% | $2,032-6.1% |
| Participant deferral / active EE | $4,487 | $4,994-10.1% | $6,569-31.7% | $3,224+39.2% |
| Admin fee / account holder | $121 | $107+12.9% | $11,283-98.9% | $110+9.3% |