Filed August 2, 2022 (most recent of 2 filings on file)
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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.
| Provider | Service type | Compensation |
|---|---|---|
MIDLAND STATES BANK1+ years Service code 21 · EIN 37-0259550 | Bank Trustee | $65,650 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $35,437 |
EPIC RETIREMENT PLAN SERVICES1+ years Service code 15 · EIN 16-1450952 | Recordkeeping | $23,243 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,729 | $50,815+96.3% | $155,509-35.9% | $77,643+28.4% |
| Participation rate | 89.0% | 63.1%+25.9pp | 78.2%+10.8pp | 70.6%+18.4pp |
| Annual return | 16.37% | 34.80%-18.4pp | 64.67%-48.3pp | 31.24%-14.9pp |
| Employer contribution / active EE | $2,490 | $1,993+25.0% | $4,672-46.7% | $2,726-8.6% |
| Participant deferral / active EE | $4,193 | $2,822+48.6% | $5,626-25.5% | $4,647-9.8% |
| Admin fee / account holder | $83 | $437-80.9% | $15,912-99.5% | $430-80.6% |