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 |
|---|---|---|
SOLTIS INVESTMENT ADVISORS1+ years Service code 28 · EIN 87-0506413 | Investment Management | $171,330 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $16,895 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Service code 26 · EIN 20-1665305 | Advisory (Participants) | $16,853 |
FRASIER DEAN AND HOWARD PLLC1+ years Filed as: FRAISER, DEAN & HOWARD, PLLC Service code 10 · EIN 62-1073578 | Accounting | $7,800 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $3,672 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $1 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,999 | $31,810+19.5% | $64,105-40.7% | $59,188-35.8% |
| Participation rate | 87.0% | 57.7%+29.3pp | 68.2%+18.8pp | 69.4%+17.5pp |
| Annual return | -1.53% | 9.41%-10.9pp | 791.24%-792.8pp | 5.51%-7.0pp |
| Employer contribution / active EE | $2,203 | $659+234.2% | $1,820+21.1% | $2,098+5.0% |
| Participant deferral / active EE | $2,827 | $1,582+78.7% | $2,822+0.2% | $3,265-13.4% |
| Admin fee / account holder | $106 | $57+87.1% | $4,499-97.6% | $92+15.4% |