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 |
|---|---|---|
HEINTZBERGER PAYNE3+ years Service code 13 · EIN 20-8835556 | Contract Administrator | $9,826 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $2,446 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $36,188 | $89,739-59.7% | $149,718-75.8% | $62,292-41.9% |
| Participation rate | 96.9% | 85.1%+11.8pp | 87.1%+9.8pp | 69.5%+27.4pp |
| Annual return | 14.72% | 21.01%-6.3pp | 1501.63%-1486.9pp | 28.90%-14.2pp |
| Employer contribution / active EE | $3,215 | $3,233-0.6% | $5,445-41.0% | $2,042+57.4% |
| Participant deferral / active EE | $2,818 | $4,797-41.3% | $6,569-57.1% | $3,169-11.1% |
| Admin fee / account holder | $52 | $551-90.6% | $11,283-99.5% | $479-89.2% |