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| Provider | Service type | Compensation |
|---|---|---|
SCHALLER INVESTMENT GROUP3+ years Service code 28 · EIN 56-1948548 | Investment Management | $57,494 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC Service code 50 · EIN 94-1737782 | Direct Payment | $0 |
See 1 actuary disclosure with Solo.
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $44,091-100.0% | $180,484-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 4.5%-4.5pp |
| Annual return | 7.07% | 18.28%-11.2pp | 10.53%-3.5pp | 13.95%-6.9pp |
| Employer contribution / active EE | $10,424 | $11,746-11.2% | $29,360-64.5% | $16,598-37.2% |
| Participant deferral / active EE | $0 | $174-100.0% | $54-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $1,273-100.0% | $612-100.0% |