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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Recordk... | $111,038 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $129 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,659 | $63,905-14.5% | $74,183-26.3% | $57,658-5.2% |
| Participation rate | 82.5% | 79.8%+2.7pp | 76.6%+5.8pp | 70.2%+12.2pp |
| Annual return | 7.78% | 60.60%-52.8pp | 17.74%-10.0pp | 5.13%+2.6pp |
| Employer contribution / active EE | $1,211 | $1,840-34.2% | $2,370-48.9% | $1,974-38.6% |
| Participant deferral / active EE | $3,682 | $3,448+6.8% | $3,550+3.7% | $3,061+20.3% |
| Admin fee / account holder | $101 | $91+10.4% | $5,586-98.2% | $95+6.4% |