Filed November 10, 2025 (most recent of 3 filings on file)
Total covered: 16 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $176,383 |
NEPC, LLC4 years Filed as: NEPC LLC Service code 28 · EIN 26-1429809 | Investment Management | $57,814 |
GRANT THORNTON LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $26,000 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $208 |
CHARLES SCHWAB & CO., INC.7 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,405 | $129,021-2.8% | $184,203-31.9% | $77,643+61.5% |
| Participation rate | 96.4% | 87.3%+9.0pp | 86.8%+9.5pp | 70.6%+25.8pp |
| Annual return | 15.90% | 33.27%-17.4pp | 28.81%-12.9pp | 31.24%-15.3pp |
| Employer contribution / active EE | $2,767 | $4,413-37.3% | $6,427-56.9% | $2,726+1.5% |
| Participant deferral / active EE | $8,130 | $7,297+11.4% | $9,131-11.0% | $4,647+74.9% |
| Admin fee / account holder | $278 | $254+9.5% | $13,901-98.0% | $430-35.4% |