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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 |
|---|---|---|
FIDUCIENT ADVISORS LLC3 years Service code 28 · EIN 36-4001764 | Investment Management | $30,000 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $15,747 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $6,796 |
CHARLES SCHWAB & CO., INC.5 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $491,525 | $132,049+272.2% | $200,582+145.0% | $74,304+561.5% |
| Participation rate | 87.0% | 84.1%+2.9pp | 86.9%+0.1pp | 60.3%+26.6pp |
| Annual return | 18.77% | 22.22%-3.4pp | 42.33%-23.6pp | 29.43%-10.7pp |
| Employer contribution / active EE | $18,603 | $4,558+308.2% | $6,419+189.8% | $2,241+730.1% |
| Participant deferral / active EE | $15,270 | $7,213+111.7% | $9,331+63.6% | $3,767+305.3% |
| Admin fee / account holder | $217 | $2,405-91.0% | $16,305-98.7% | $2,969-92.7% |