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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $142,380 |
HOOKER & HOLCOMBE, INC.1 year Filed as: HOOKER & HOLCOMBE INVESTMENT ADVISO Service code 28 · EIN 06-1461865 | Investment Management | $56,666 |
WHITTLESEY PC3 years Filed as: WHITTLESEY & HARDLEY P.C. Service code 10 · EIN 06-0903326 | Accounting | $14,500 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $168 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $103,468 | $111,608-7.3% | $177,821-41.8% | $73,409+40.9% |
| Participation rate | 95.8% | 87.9%+7.9pp | 87.7%+8.0pp | 72.2%+23.6pp |
| Annual return | 14.79% | 18.23%-3.4pp | 48.32%-33.5pp | 59.29%-44.5pp |
| Employer contribution / active EE | $2,358 | $3,796-37.9% | $5,918-60.2% | $2,234+5.6% |
| Participant deferral / active EE | $6,117 | $6,199-1.3% | $7,714-20.7% | $3,805+60.8% |
| Admin fee / account holder | $249 | $166+50.1% | $12,427-98.0% | $158+57.4% |