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 INC4+ years Filed as: GREGORY J. SCHWARTZ & CO., INC. Service code 15 · EIN 38-2117812 | Recordkeeping | $47,177 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $44,720 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $65,300 | $58,083+12.4% | $80,019-18.4% | $56,287+16.0% |
| Participation rate | 95.0% | 73.6%+21.4pp | 75.8%+19.1pp | 69.9%+25.1pp |
| Annual return | -6.51% | 34.61%-41.1pp | 11.22%-17.7pp | -9.96%+3.4pp |
| Employer contribution / active EE | $3,117 | $1,932+61.3% | $2,468+26.3% | $2,111+47.6% |
| Participant deferral / active EE | $2,215 | $3,135-29.3% | $3,686-39.9% | $3,350-33.9% |
| Admin fee / account holder | $276 | $623-55.7% | $6,521-95.8% | $521-47.0% |