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 9-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.1+ years Filed as: CHARLES W. CAMMACK ASSOCIATES, INC. Service code 28 · EIN 13-3052851 | Investment Management | $81,000 |
Filed as: FIDELITY INV INSTUT OPS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $5,888 |
TIAA1+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $383 |
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE Service code 28 · EIN 52-0556948 | Investment Management | $313 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $173,983 | $85,199+104.2% | $57,179+204.3% | $63,975+172.0% |
| Participation rate | 98.3% | 74.0%+24.3pp | 75.3%+23.0pp | 71.1%+27.2pp |
| Annual return | 7.21% | 10.43%-3.2pp | 14.59%-7.4pp | 48.65%-41.4pp |
| Employer contribution / active EE | $5,677 | $3,446+64.7% | $2,682+111.6% | $2,182+160.2% |
| Participant deferral / active EE | $5,202 | $3,109+67.3% | $3,096+68.0% | $3,356+55.0% |
| Admin fee / account holder | $27 | $39-28.9% | $3,139-99.1% | $70-61.0% |