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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 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 |
|---|---|---|
MCF ADVISORS LLC5+ years Filed as: MCF ADVISORS, LLC Service code 17 · EIN 31-1066955 | Pension Consulting | $12,973 |
PENSION CORPORATION OF AMERICA5+ years Service code 15 · EIN 31-1360674 | Recordkeeping | $3,357 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $486 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,386 | $52,953-78.5% | $172,739-93.4% | $65,185-82.5% |
| Participation rate | 78.2% | 66.2%+12.0pp | 82.6%-4.4pp | 70.2%+8.0pp |
| Annual return | 17.64% | 30.12%-12.5pp | 802.84%-785.2pp | 29.38%-11.7pp |
| Employer contribution / active EE | $2 | $2,190-99.9% | $5,143-100.0% | $2,177-99.9% |
| Participant deferral / active EE | $798 | $2,471-67.7% | $5,198-84.6% | $3,514-77.3% |
| Admin fee / account holder | $108 | $472-77.0% | $13,954-99.2% | $847-87.2% |