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 4-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 |
|---|---|---|
Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $23,061 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $17,683 |
Filed as: MESIROW FINANCIAL INC Service code 28 · EIN 36-3194849 | Investment Management | $5,000 |
Filed as: CHARLES SCHWAB & CO INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $223,684-100.0% | $280,855-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 29.2%-29.2pp | 21.6%-21.6pp | 46.4%-46.4pp |
| Annual return | -1.69% | -1.44%-0.2pp | -0.70%-1.0pp | -82.66%+81.0pp |
| Employer contribution / active EE | $0 | $37,071-100.0% | $28,903-100.0% | $43,769-100.0% |
| Participant deferral / active EE | $0 | $77-100.0% | $148-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $2,223-100.0% | $1,852-100.0% | $11,204-100.0% |