Filed February 10, 2017 (most recent of 5 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 |
|---|---|---|
Service code 17 11601 WILSHIRE BOULEVARD · LOS ANGELES, CA 90025 | Pension Consulting | $107,151 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 · EIN 42-1558009 | Shareholder servicing fees; Float rev... | $29,028 |
Service code 12 · EIN 84-1477138 | Claims processing; Sub-transfer agenc... | $28,853 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,939 | $75,760-59.2% | $123,104-74.9% | $59,188-47.7% |
| Participation rate | 53.9% | 86.0%-32.2pp | 86.8%-32.9pp | 69.4%-15.5pp |
| Annual return | 10.45% | 2.93%+7.5pp | 13.22%-2.8pp | 5.51%+4.9pp |
| Employer contribution / active EE | $544 | $3,415-84.1% | $5,151-89.4% | $2,098-74.1% |
| Participant deferral / active EE | $4,172 | $5,000-16.6% | $6,230-33.0% | $3,265+27.8% |
| Admin fee / account holder | $106 | $61+74.3% | $9,015-98.8% | $92+14.8% |