Filed March 27, 2024
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $197,212 |
LMCG INVESTMENTS LLC2 years Filed as: LMCG INVENTMENT LLC Service code 26 · EIN 27-0282607 | Advisory (Participants) | $89,717 |
BRINKER CAPITAL4 years Filed as: BRINKER CAPITAL INVESTMENTS LL Service code 26 · EIN 32-0070947 | Advisory (Participants) | $20,222 |
SIKICH LLP5 years Service code 10 · EIN 36-3168081 | Accounting | $17,500 |
Filed as: MESIROW FINANCIAL INVESTMENT M Service code 26 · EIN 36-3429599 | Advisory (Participants) | $16,735 |
AT INVESTMENT ADVISERS INC9+ years Service code 26 · EIN 20-0822261 | Advisory (Participants) | $15,398 |
Filed as: WESTMOUNT PARTNERS LLC Service code 26 · EIN 45-2550468 | Advisory (Participants) | $15,217 |
Service code 26 · EIN 88-0967642 | Advisory (Participants) | $13,888 |
Service code 26 · EIN 36-3783682 | Advisory (Participants) | $12,889 |
LIDO ADVISORS LLC4 years Service code 26 · EIN 95-4742435 | Advisory (Participants) | $11,002 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $390,360 | $107,459+263.3% | $135,903+187.2% | $80,160+387.0% |
| Participation rate | 96.9% | 78.0%+18.8pp | 81.9%+15.0pp | 72.9%+23.9pp |
| Annual return | 20.22% | 91.91%-71.7pp | 68.23%-48.0pp | 40.38%-20.2pp |
| Employer contribution / active EE | $14,456 | $3,877+272.8% | $4,856+197.7% | $2,978+385.5% |
| Participant deferral / active EE | $17,385 | $8,195+112.1% | $7,758+124.1% | $5,017+246.5% |
| Admin fee / account holder | $151 | $127+19.1% | $10,762-98.6% | $145+4.3% |