See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL2+ years Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 27 · EIN 01-0726056 | Advisory (Plan) | $16,629 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO., INC Service code 19 · EIN 94-1737782 | Securities Custodian | $4,160 |
CONRAD SIEGEL2+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 15 · EIN 23-1669823 | Recordkeeping | $2,937 |
AMERICAN CENTURY2+ years Filed as: AMERICAN CENTURY INV MGT, INC. Service code 28 · EIN 44-6006315 | Investment Management | $0 |
BOSTON MANAGEMENT AND RESEARCH2+ years Service code 28 · EIN 20-1227352 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 19 | Securities Custodian | $0 |
DIMENSIONAL FUND ADVISORS2+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT I Service code 28 · EIN 13-2624428 | Investment Management | $0 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-2264646 | Investment Management | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,821 | $63,299-27.6% | $91,001-49.6% | $62,292-26.4% |
| Participation rate | 85.7% | 73.3%+12.4pp | 75.6%+10.1pp | 69.5%+16.2pp |
| Annual return | 12.99% | 20.99%-8.0pp | 4.60%+8.4pp | 28.90%-15.9pp |
| Employer contribution / active EE | $334 | $1,807-81.5% | $2,456-86.4% | $2,042-83.6% |
| Participant deferral / active EE | $1,905 | $2,943-35.3% | $3,547-46.3% | $3,169-39.9% |
| Admin fee / account holder | $196 | $468-58.1% | $5,417-96.4% | $479-59.1% |