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 5-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 |
|---|---|---|
Filed as: D'AMICO WAWRIN & CO Service code 99 3867 W MARKET ST · AKRON, OH 44333 | Other Fees | $13,900 |
EDWARD JONES3 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $11,863 |
CHARLES SCHWAB & CO., INC.3 years Filed as: REA & ASSOCIATES Service code 13 PO BOX 1020 · NEW PHILADELPHIA, OH 44663 | Contract Administrator | $3,812 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RPS Service code 64 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping Fees | $1,078 |
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 | $36,860 | $60,022-38.6% | $88,946-58.6% | $84,808-56.5% |
| Participation rate | 90.2% | 57.8%+32.4pp | 68.8%+21.4pp | 68.3%+21.9pp |
| Annual return | 15.46% | 22.43%-7.0pp | 57.82%-42.4pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,595 | $1,703-6.3% | $2,555-37.6% | $2,631-39.4% |
| Participant deferral / active EE | $3,074 | $3,114-1.3% | $4,581-32.9% | $4,212-27.0% |
| Admin fee / account holder | $289 | $4,811-94.0% | $8,261-96.5% | $7,344-96.1% |