Filed December 12, 2024
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 |
|---|---|---|
ICAPITAL, LLC8 years Filed as: ICAPITAL LLC Service code 28 · EIN 76-0708798 | Investment Management | $92,418 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | -$21,844 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,057 | $100,227-36.1% | $169,993-62.3% | $74,419-13.9% |
| Participation rate | 97.0% | 87.3%+9.7pp | 87.0%+10.0pp | 70.7%+26.3pp |
| Annual return | 16.07% | 66.08%-50.0pp | 53.37%-37.3pp | 34.38%-18.3pp |
| Employer contribution / active EE | $2,911 | $4,263-31.7% | $6,785-57.1% | $2,637+10.4% |
| Participant deferral / active EE | $6,884 | $7,143-3.6% | $10,408-33.9% | $4,528+52.0% |
| Admin fee / account holder | $136 | $234-42.0% | $12,815-98.9% | $348-60.9% |