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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 |
|---|---|---|
Filed as: SCWHAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $102,325 |
SAGEVIEW ADVISORY GROUP, LLC8+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 28 · EIN 33-0818667 | Investment Management | $77,140 |
MILLER KAPLAN ARASE LLP5 years Filed as: MILLER KAPLAN ARASE & CO LLP Service code 10 · EIN 95-2036255 | Accounting | $13,650 |
CREATIVE PLANNING LLC1 year Service code 26 · EIN 43-1270780 | Advisory (Participants) | $12,648 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $210 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $433,614 | $46,292+836.7% | $143,757+201.6% | $64,808+569.1% |
| Participation rate | 95.3% | 64.2%+31.1pp | 80.3%+15.0pp | 71.5%+23.8pp |
| Annual return | -16.57% | -10.05%-6.5pp | -0.04%-16.5pp | 32.82%-49.4pp |
| Employer contribution / active EE | $48,212 | $1,910+2424.6% | $4,951+873.8% | $2,506+1824.0% |
| Participant deferral / active EE | $3,600 | $2,646+36.1% | $5,637-36.1% | $4,310-16.5% |
| Admin fee / account holder | $410 | $154+166.5% | $14,673-97.2% | $188+118.2% |