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 ADVISORS2+ years Service code 28 · EIN 87-0506413 | Investment Management | $180,621 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $15,860 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Service code 26 · EIN 20-1665305 | Advisory (Participants) | $11,598 |
FRASIER DEAN AND HOWARD PLLC2+ years Filed as: FRAISER, DEAN & HOWARD, PLLC Service code 10 · EIN 62-1073578 | Accounting | $8,300 |
HAMILTON CAPITAL LLC1 year Filed as: HAMILTON CAPITAL MANAGEMENT IN Service code 26 · EIN 31-1515316 | Advisory (Participants) | $5,029 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $2,090 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
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 | $38,539 | $33,232+16.0% | $71,796-46.3% | $63,975-39.8% |
| Participation rate | 91.1% | 60.1%+31.0pp | 69.1%+22.0pp | 71.1%+20.0pp |
| Annual return | 6.64% | 11.99%-5.3pp | 78.04%-71.4pp | 48.65%-42.0pp |
| Employer contribution / active EE | $2,678 | $723+270.5% | $1,924+39.2% | $2,182+22.7% |
| Participant deferral / active EE | $3,029 | $1,604+88.8% | $2,794+8.4% | $3,356-9.8% |
| Admin fee / account holder | $100 | $63+57.2% | $4,815-97.9% | $70+41.8% |