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 |
|---|---|---|
MILLIMAN, INC.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $49,801 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $7,959 |
CHARLES SCHWAB & CO., INC.2+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $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 | $82,782 | $63,905+29.5% | $74,183+11.6% | $57,658+43.6% |
| Participation rate | 94.5% | 79.8%+14.8pp | 76.6%+17.9pp | 70.2%+24.3pp |
| Annual return | 9.57% | 60.60%-51.0pp | 17.74%-8.2pp | 5.13%+4.4pp |
| Employer contribution / active EE | $1,550 | $1,840-15.8% | $2,370-34.6% | $1,974-21.5% |
| Participant deferral / active EE | $5,772 | $3,448+67.4% | $3,550+62.6% | $3,061+88.6% |
| Admin fee / account holder | $165 | $91+81.1% | $5,586-97.0% | $95+74.5% |