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 |
|---|---|---|
Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 16 · EIN 23-0891050 | Consulting | $62,061 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $15,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,991 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $8,600 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $59 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,379 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,528 | $72,254+89.0% | $86,677+57.5% | $64,808+110.7% |
| Participation rate | 88.6% | 80.4%+8.2pp | 76.6%+12.0pp | 71.5%+17.1pp |
| Annual return | 61.08% | 392.42%-331.3pp | 35.91%+25.2pp | 32.82%+28.3pp |
| Employer contribution / active EE | $2,833 | $2,393+18.4% | $2,836-0.1% | $2,506+13.0% |
| Participant deferral / active EE | $5,341 | $4,658+14.7% | $4,656+14.7% | $4,310+23.9% |
| Admin fee / account holder | $121 | $174-30.4% | $7,493-98.4% | $188-35.5% |