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.
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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 |
|---|---|---|
HEINTZBERGER PAYNE2+ years Service code 28 · EIN 20-8835556 | Investment Management | $161,985 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & COMPANY, INC. Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB AND COMPANY, INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
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 | $60,743 | $155,795-61.0% | $136,294-55.4% | $69,631-12.8% |
| Participation rate | 89.8% | 75.2%+14.5pp | 81.9%+7.9pp | 70.7%+19.1pp |
| Annual return | 20.07% | 232464.33%-232444.3pp | 5155.94%-5135.9pp | 27571.02%-27550.9pp |
| Employer contribution / active EE | $2,124 | $2,991-29.0% | $4,695-54.8% | $2,032+4.5% |
| Participant deferral / active EE | $5,988 | $5,394+11.0% | $6,247-4.1% | $3,224+85.8% |
| Admin fee / account holder | $168 | $128+31.2% | $9,243-98.2% | $110+52.4% |