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 |
|---|---|---|
MCF ADVISORS LLC8+ years Filed as: MCF ADVISORS, LLC Service code 17 · EIN 31-1066955 | Pension Consulting | $15,071 |
PENSION CORPORATION OF AMERICA8+ years Service code 15 · EIN 31-1360674 | Recordkeeping | $7,870 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $801 |
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 | $11,569 | $65,061-82.2% | $143,757-92.0% | $66,914-82.7% |
| Participation rate | 88.8% | 65.2%+23.6pp | 80.3%+8.5pp | 69.8%+19.0pp |
| Annual return | -15.29% | -11.14%-4.2pp | -0.04%-15.2pp | 1.58%-16.9pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,377 | $2,919-52.8% | $5,637-75.6% | $4,237-67.5% |
| Admin fee / account holder | $144 | $502-71.3% | $14,673-99.0% | $593-75.7% |