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 |
|---|---|---|
CLARK, SCHAEFER, HACKETT & CO.7+ years Filed as: CLARK SCHAEFER HACKETT Service code 10 · EIN 31-0800053 | Accounting | $18,690 |
Filed as: MORGAN STANLEY GLOBAL BANKING OP. Service code 27 · EIN 26-4310632 | Advisory (Plan) | $18,283 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $8,275 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $5,979 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,727 | $50,956+121.2% | $96,562+16.7% | $86,799+29.9% |
| Participation rate | 52.5% | 65.2%-12.8pp | 69.8%-17.3pp | 72.3%-19.8pp |
| Annual return | 17.44% | 21.27%-3.8pp | 37.78%-20.3pp | 97.91%-80.5pp |
| Employer contribution / active EE | $1,603 | $1,111+44.3% | $2,356-32.0% | $2,405-33.4% |
| Participant deferral / active EE | $3,793 | $2,954+28.4% | $3,849-1.5% | $4,131-8.2% |
| Admin fee / account holder | $68 | $166-58.8% | $6,181-98.9% | $170-59.6% |