Filed January 6, 2017 (most recent of 2 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 |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $36,404 |
ARMANINO LLP9+ years Service code 10 · EIN 94-6214841 | Accounting | $19,320 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $17,130 |
Filed as: ALEXIS INVESTMENT PARTNERS LLC Service code 26 · EIN 82-4210250 | Advisory (Participants) | $14,910 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $408 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $382,161 | $65,390+484.4% | $169,368+125.6% | $71,457+434.8% |
| Participation rate | 95.3% | 67.0%+28.4pp | 77.1%+18.2pp | 67.9%+27.4pp |
| Annual return | 16.38% | 21.31%-4.9pp | 405.60%-389.2pp | 28.85%-12.5pp |
| Employer contribution / active EE | $17,844 | $2,079+758.4% | $4,013+344.7% | $2,588+589.6% |
| Participant deferral / active EE | $8,297 | $4,367+90.0% | $6,221+33.4% | $4,289+93.4% |
| Admin fee / account holder | $537 | $1,324-59.5% | $9,003-94.0% | $1,587-66.2% |