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.5 years Filed as: CHARLES D EPSTEIN Service code 27 DBA EPSTEIN FINANCIAL · HOLYOKE, MA 01040 | Advisory (Plan) | $25,000 |
CSW INC6+ years Service code 99 45 TYBURSKI RD · LUDLOW, MA 01056 | Other Fees | $14,000 |
THE ANGELL PENSION GROUP, INC.6+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $12,100 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $123,122 | $84,936+45.0% | $111,297+10.6% | $79,386+55.1% |
| Participation rate | 92.6% | 75.9%+16.7pp | 77.3%+15.3pp | 70.7%+21.9pp |
| Annual return | 21.38% | 17.45%+3.9pp | 54.65%-33.3pp | 116.85%-95.5pp |
| Employer contribution / active EE | $539 | $1,979-72.8% | $2,731-80.3% | $2,427-77.8% |
| Participant deferral / active EE | $4,926 | $3,888+26.7% | $4,487+9.8% | $4,046+21.8% |
| Admin fee / account holder | $339 | $537-36.8% | $7,964-95.7% | $626-45.8% |