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 3-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.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $1,163,033 |
LPL FINANCIAL1 year Filed as: LPL HOLDINGS, INC. Service code 28 · EIN 04-3046611 | Investment Management | $122,476 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC Service code 28 · EIN 53-0181291 | Investment Management | $12,972 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $4,044 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,813 | $58,202-40.2% | $172,739-79.8% | $89,569-61.1% |
| Participation rate | 64.1% | 72.8%-8.8pp | 82.6%-18.6pp | 69.6%-5.5pp |
| Annual return | 21.94% | 61.59%-39.7pp | 802.84%-780.9pp | 34.56%-12.6pp |
| Employer contribution / active EE | $774 | $1,759-56.0% | $5,143-84.9% | $2,584-70.0% |
| Participant deferral / active EE | $1,886 | $3,335-43.4% | $5,198-63.7% | $4,220-55.3% |
| Admin fee / account holder | $57 | $53+8.8% | $13,954-99.6% | $72-20.2% |