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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.
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 |
|---|---|---|
Service code 28 · EIN 46-5576228 | Investment Management | $12,874 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $7,524 |
RIDGEWORTH3+ years Filed as: GENEVA ADVISORS LLC Service code 26 · EIN 04-3689735 | Advisory (Participants) | $5,730 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Other investment fees and expenses; S... | $1,262 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
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 | $485,087 | $100,041+384.9% | $149,718+224.0% | $70,131+591.7% |
| Participation rate | 93.2% | 83.6%+9.7pp | 87.1%+6.2pp | 69.5%+23.7pp |
| Annual return | 18.30% | 27.43%-9.1pp | 1501.63%-1483.3pp | 73.14%-54.8pp |
| Employer contribution / active EE | $17,104 | $3,662+367.1% | $5,445+214.1% | $2,342+630.2% |
| Participant deferral / active EE | $15,364 | $4,983+208.4% | $6,569+133.9% | $3,332+361.1% |
| Admin fee / account holder | $225 | $8,286-97.3% | $11,283-98.0% | $4,645-95.2% |