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: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $293,056 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE & MORAN,PLLC Service code 28 · EIN 38-1357951 | Investment Management | $35,000 |
PLANTE & MORAN, PLLC5+ years Filed as: PLANTE MORAN FINANCIAL ADVISOR Service code 28 · EIN 38-3123123 | Investment Management | $35,000 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 59 · EIN 42-1558009 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB& CO.,INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,587 | $96,403-36.1% | $93,606-34.2% | $77,787-20.8% |
| Participation rate | 93.2% | 87.6%+5.6pp | 75.8%+17.4pp | 73.2%+20.0pp |
| Annual return | 27.94% | 39.36%-11.4pp | 32.76%-4.8pp | 32.57%-4.6pp |
| Employer contribution / active EE | $2,266 | $3,616-37.3% | $2,718-16.6% | $2,504-9.5% |
| Participant deferral / active EE | $4,365 | $5,341-18.3% | $4,069+7.3% | $3,967+10.0% |
| Admin fee / account holder | $100 | $90+12.3% | $7,888-98.7% | $100+0.4% |