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 |
|---|---|---|
Service code 13 · EIN 31-1360674 | Contract Administrator | $16,059 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $4,809 |
CHARLES SCHWAB & CO., INC.5 years Service code 59 | Shareholder Servicing | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $143,488 | $81,474+76.1% | $133,956+7.1% | $73,488+95.3% |
| Participation rate | 86.6% | 76.4%+10.3pp | 79.8%+6.8pp | 70.7%+16.0pp |
| Annual return | 13.35% | 19.40%-6.1pp | 45.09%-31.7pp | 28.51%-15.2pp |
| Employer contribution / active EE | $2,273 | $2,209+2.9% | $3,919-42.0% | $2,270+0.1% |
| Participant deferral / active EE | $4,448 | $3,786+17.5% | $5,048-11.9% | $3,740+19.0% |
| Admin fee / account holder | $113 | $713-84.2% | $8,927-98.7% | $513-78.0% |