Filed June 27, 2017
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 |
|---|---|---|
Filed as: GREAT WEST FINANCIAL, RPS, LLC Service code 15 · EIN 71-0930784 | Recordkeeping | $249,019 |
CHARLES SCHWAB & CO., INC.2+ years Service code 71 · EIN 94-1737782 | Brokerage Fees | $6,447 |
TMFS-GREENSBORO2+ years Service code 71 · EIN 20-5225118 | Brokerage Fees | $3,641 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. , INC. Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCWAB & CO., INC. Service code 59 | Shareholder Servicing | $0 |
STATE STREET GLOBAL ADVISORS2+ years Service code 18 | Custodial (securities); Custodial (ot... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $204,821 | $50,106+308.8% | $70,014+192.5% | $57,658+255.2% |
| Participation rate | 52.0% | 70.9%-18.9pp | 71.8%-19.8pp | 70.2%-18.3pp |
| Annual return | 6.00% | 14.58%-8.6pp | 12.99%-7.0pp | 5.13%+0.9pp |
| Employer contribution / active EE | $14,942 | $1,739+759.1% | $2,338+539.0% | $1,974+657.1% |
| Participant deferral / active EE | $1,990 | $2,486-19.9% | $2,931-32.1% | $3,061-35.0% |
| Admin fee / account holder | $287 | $89+221.6% | $4,380-93.5% | $95+203.5% |