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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
CONRAD SIEGEL6 years Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $44,987 |
CONRAD SIEGEL8+ years Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 27 · EIN 01-0726056 | Advisory (Plan) | $12,709 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 94-1737782 | Securities Custodian | $1,180 |
AMERICAN CENTURY5 years Filed as: AMERICAN CENTURY INVESTMENT INC Service code 28 · EIN 44-6006315 | Investment Management | $0 |
AMERICAN CENTURY5 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.8+ years Service code 19 | Securities Custodian | $0 |
Filed as: FIDELITY & RESEARCH COMPANY Service code 28 · EIN 06-1194217 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 | Investment Management | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,060 | $46,292-78.3% | $143,757-93.0% | $64,808-84.5% |
| Participation rate | 91.6% | 64.2%+27.4pp | 80.3%+11.3pp | 71.5%+20.1pp |
| Annual return | -11.37% | -10.05%-1.3pp | -0.04%-11.3pp | 32.82%-44.2pp |
| Employer contribution / active EE | $1,197 | $1,910-37.3% | $4,951-75.8% | $2,506-52.2% |
| Participant deferral / active EE | $2,532 | $2,646-4.3% | $5,637-55.1% | $4,310-41.3% |
| Admin fee / account holder | $122 | $154-20.9% | $14,673-99.2% | $188-35.2% |