See peer percentile detail with Solo.
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 |
|---|---|---|
GREGORY J SCHWARTZ & COMPANY INC3+ years Filed as: GREGORY J. SCHWARTZ & CO., INC. Service code 15 · EIN 38-2117812 | Recordkeeping | $44,000 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $35,119 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $76,333 | $63,299+20.6% | $91,001-16.1% | $62,292+22.5% |
| Participation rate | 98.9% | 73.3%+25.6pp | 75.6%+23.3pp | 69.5%+29.4pp |
| Annual return | 15.35% | 20.99%-5.6pp | 4.60%+10.8pp | 28.90%-13.5pp |
| Employer contribution / active EE | $3,348 | $1,807+85.3% | $2,456+36.4% | $2,042+64.0% |
| Participant deferral / active EE | $2,334 | $2,943-20.7% | $3,547-34.2% | $3,169-26.3% |
| Admin fee / account holder | $259 | $468-44.5% | $5,417-95.2% | $479-45.9% |