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 |
|---|---|---|
Filed as: AMERITAS Service code 12 · EIN 47-0098400 | Recordkeeping and information managem... | $24,812 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $2,147 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 | Securities Custodian | $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 | $31,303 | $46,292-32.4% | $143,757-78.2% | $64,808-51.7% |
| Participation rate | 47.3% | 64.2%-16.9pp | 80.3%-33.0pp | 71.5%-24.2pp |
| Annual return | -15.28% | -10.05%-5.2pp | -0.04%-15.2pp | 32.82%-48.1pp |
| Employer contribution / active EE | $968 | $1,910-49.3% | $4,951-80.4% | $2,506-61.4% |
| Participant deferral / active EE | $1,340 | $2,646-49.4% | $5,637-76.2% | $4,310-68.9% |
| Admin fee / account holder | $179 | $154+16.6% | $14,673-98.8% | $188-4.5% |