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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 |
|---|---|---|
NEWPORT GROUP, INC.3+ years Service code 12 · EIN 27-2037969 | Claims processing; Direct payment fro... | $183,898 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 12 · EIN 42-1558009 | Trustee (bank, trust company, or simi... | $41,038 |
Service code 27 12800 N. MERIDIAN, SUITE 135 · CARMEL, IN 46032 | Advisory (Plan) | $35,000 |
VALEO FINANCIAL ADVISORS LLC4+ years Service code 27 · EIN 03-0519130 | Advisory (Plan) | $33,555 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO.,INC. Service code 12 · EIN 94-1737782 | Custodial (securities); Account maint... | $2,637 |
CHARLES SCHWAB & CO., INC.4+ years Service code 19 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $149,340 | $37,196+301.5% | $154,107-3.1% | $55,725+168.0% |
| Participation rate | 85.3% | 64.1%+21.2pp | 83.0%+2.3pp | 70.9%+14.5pp |
| Annual return | -9.75% | 1319.68%-1329.4pp | 735.12%-744.9pp | 244.93%-254.7pp |
| Employer contribution / active EE | $5,984 | $1,614+270.7% | $5,298+13.0% | $2,078+187.9% |
| Participant deferral / active EE | $4,930 | $2,068+138.4% | $5,081-3.0% | $3,356+46.9% |
| Admin fee / account holder | $249 | $102+145.6% | $13,411-98.1% | $115+116.6% |