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 |
|---|---|---|
RMB CAPITAL MANAGEMENT LLC5+ years Service code 26 · EIN 59-3792751 | Advisory (Participants) | $208,792 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $28,485 |
DIMEO SCHNEIDER & ASSOCIATES LLC5+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 26 · EIN 36-4001764 | Advisory (Participants) | $22,086 |
SULLIVAN BRUYETTE1 year Service code 26 · EIN 54-1571022 | Advisory (Participants) | $18,753 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Other fees; Other investment fees and... | $16,942 |
OCTOBER THREE CONSULTING LLC4 years Service code 28 · EIN 27-1175487 | Investment Management | $16,750 |
Service code 26 · EIN 38-2340348 | Advisory (Participants) | $13,834 |
Filed as: ENVESTNET ASSET MANAGEMENT INC Service code 26 · EIN 36-4319587 | Advisory (Participants) | $12,497 |
CROWE LLP3 years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $11,675 |
Service code 26 · EIN 76-0661984 | Advisory (Participants) | $10,543 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $329,797 | $101,523+224.9% | $141,162+133.6% | $77,787+324.0% |
| Participation rate | 98.0% | 77.4%+20.6pp | 82.5%+15.5pp | 73.2%+24.8pp |
| Annual return | 21.51% | 56.22%-34.7pp | 71.39%-49.9pp | 32.57%-11.1pp |
| Employer contribution / active EE | $8,900 | $3,341+166.4% | $4,735+88.0% | $2,504+255.4% |
| Participant deferral / active EE | $12,448 | $6,434+93.5% | $6,709+85.5% | $3,967+213.8% |
| Admin fee / account holder | $137 | $92+49.6% | $10,261-98.7% | $100+36.9% |