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.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $73,674 |
MOSS ADAMS LLP4+ years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $14,968 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $2 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $179,598 | $88,122+103.8% | $141,162+27.2% | $67,579+165.8% |
| Participation rate | 73.8% | 76.5%-2.7pp | 82.5%-8.7pp | 71.3%+2.5pp |
| Annual return | 7.00% | 75.40%-68.4pp | 71.39%-64.4pp | 378.56%-371.6pp |
| Employer contribution / active EE | $13,248 | $3,224+310.9% | $4,735+179.8% | $2,148+516.8% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,709-100.0% | $3,539-100.0% |
| Admin fee / account holder | $93 | $131-28.6% | $10,261-99.1% | $142-34.4% |