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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $7,556 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 | Securities Custodian | $7,556 |
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $6,628 |
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 | $91,364 | $46,360+97.1% | $147,614-38.1% | $52,331+74.6% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | 0.29% | 1.62%-1.3pp | 61.98%-61.7pp | 4.54%-4.2pp |
| Employer contribution / active EE | $2,661 | $2,126+25.2% | $5,564-52.2% | $1,882+41.4% |
| Participant deferral / active EE | $5,212 | $2,258+130.9% | $4,895+6.5% | $3,022+72.5% |
| Admin fee / account holder | $24 | $766-96.8% | $11,611-99.8% | $592-95.9% |