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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 |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $32,876 |
FREED MAXICK CPAS PC5+ years Filed as: FREED MAXICK CPAS, P.C. Service code 10 · EIN 45-4051133 | Accounting | $10,700 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $33,197 | $78,422-57.7% | $95,952-65.4% | $79,858-58.4% |
| Participation rate | 77.9% | 73.5%+4.4pp | 77.1%+0.8pp | 69.6%+8.3pp |
| Annual return | 15.11% | 19.37%-4.3pp | 91.61%-76.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $712 | $1,945-63.4% | $2,541-72.0% | $2,471-71.2% |
| Participant deferral / active EE | $2,597 | $3,440-24.5% | $4,167-37.7% | $3,740-30.6% |
| Admin fee / account holder | $338 | $5,622-94.0% | $6,795-95.0% | $5,306-93.6% |