See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREGORY J SCHWARTZ&CO INC Service code 27 · EIN 38-2117812 | Advisory (Plan) | $14,971 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,715 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $52,293 | $65,376-20.0% | $87,100-40.0% | $65,185-19.8% |
| Participation rate | 66.0% | 75.3%-9.4pp | 76.9%-10.9pp | 70.2%-4.2pp |
| Annual return | 22.64% | 31.27%-8.6pp | 28.19%-5.6pp | 29.38%-6.7pp |
| Employer contribution / active EE | $2,500 | $1,822+37.2% | $2,521-0.9% | $2,177+14.8% |
| Participant deferral / active EE | $4,807 | $3,388+41.9% | $4,049+18.7% | $3,514+36.8% |
| Admin fee / account holder | $163 | $520-68.6% | $7,497-97.8% | $847-80.8% |