Filed April 29, 2026 (most recent of 3 filings on file)
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.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $240,826 |
MOSS ADAMS LLP3 years Service code 10 · EIN 91-0189318 | Accounting | $14,453 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $133,083 | $120,450+10.5% | $159,436-16.5% | $93,030+43.1% |
| Participation rate | 93.1% | 78.0%+15.1pp | 82.8%+10.3pp | 73.9%+19.2pp |
| Annual return | 29.55% | 27.11%+2.4pp | 263.57%-234.0pp | 158.70%-129.2pp |
| Employer contribution / active EE | $2,902 | $3,526-17.7% | $4,829-39.9% | $2,706+7.3% |
| Participant deferral / active EE | $9,780 | $7,283+34.3% | $7,352+33.0% | $4,562+114.4% |
| Admin fee / account holder | $60 | $137-56.3% | $10,799-99.4% | $152-60.6% |