See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $118,793 |
BLUM SHAPIRO1 year Filed as: BLUM SHAPIRO AND COMPANY PC Service code 10 · EIN 06-1009205 | Accounting | $13,500 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $588 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $150,757 | $100,801+49.6% | $149,696+0.7% | $73,409+105.4% |
| Participation rate | 95.5% | 77.7%+17.8pp | 82.5%+13.0pp | 72.2%+23.3pp |
| Annual return | 14.44% | 265.34%-250.9pp | 276.60%-262.2pp | 59.29%-44.8pp |
| Employer contribution / active EE | $1,070 | $3,312-67.7% | $4,644-77.0% | $2,234-52.1% |
| Participant deferral / active EE | $12,289 | $6,404+91.9% | $6,842+79.6% | $3,805+222.9% |
| Admin fee / account holder | $126 | $181-30.3% | $9,309-98.6% | $158-20.1% |