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.
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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 |
|---|---|---|
CHERNOFF DIAMOND & CO., LLC3+ years Service code 11 · EIN 11-2836994 | Actuarial | $40,889 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $2,315 |
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 | $17,345 | $44,059-60.6% | $71,671-75.8% | $69,631-75.1% |
| Participation rate | 98.1% | 60.8%+37.4pp | 68.7%+29.4pp | 70.7%+27.4pp |
| Annual return | 14.93% | 21.97%-7.0pp | 20.65%-5.7pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $550 | $1,305-57.8% | $2,460-77.6% | $2,032-72.9% |
| Participant deferral / active EE | $2,536 | $2,370+7.0% | $3,438-26.2% | $3,224-21.3% |
| Admin fee / account holder | $116 | $108+7.6% | $5,558-97.9% | $110+4.9% |