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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.
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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 |
|---|---|---|
MONETA GROUP LLC2 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $46,855 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $40,635 |
WIPFLI LLP4 years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $14,046 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $10,699 |
CHARLES SCHWAB & CO., INC.6 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,060 | $87,870+21.8% | $113,168-5.4% | $74,304+44.1% |
| Participation rate | 100.0% | 70.7%+29.3pp | 76.6%+23.4pp | 60.3%+39.7pp |
| Annual return | 12.29% | 26.44%-14.2pp | 24.27%-12.0pp | 29.43%-17.1pp |
| Employer contribution / active EE | $4,205 | $2,277+84.7% | $2,975+41.3% | $2,241+87.6% |
| Participant deferral / active EE | $4,802 | $4,241+13.2% | $5,107-6.0% | $3,767+27.5% |
| Admin fee / account holder | $380 | $3,368-88.7% | $12,068-96.8% | $2,969-87.2% |