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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 7-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 |
|---|---|---|
CHESME CAPITAL MANAGEMENT2+ years Filed as: CHESME INC Service code 15 · EIN 20-0061957 124 N BRIDGE STREET · DEWITT, MI 48820 | Recordkeeping | $1,969 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,919 | $31,679-40.3% | $74,701-74.7% | $65,185-71.0% |
| Participation rate | 12.1% | 40.4%-28.2pp | 54.5%-42.3pp | 70.2%-58.1pp |
| Annual return | 20.58% | 39.04%-18.5pp | 752.92%-732.3pp | 29.38%-8.8pp |
| Employer contribution / active EE | $129 | $566-77.3% | $1,084-88.1% | $2,177-94.1% |
| Participant deferral / active EE | $418 | $1,191-64.9% | $1,964-78.7% | $3,514-88.1% |
| Admin fee / account holder | $90 | $379-76.2% | $3,333-97.3% | $847-89.3% |