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 |
|---|---|---|
CHERNOFF DIAMOND & CO., LLC2+ years Filed as: CHERNOFF DIAMOND & CO, LLC Service code 11 | Actuarial | $20,786 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,660 |
CHERNOFF DIAMOND & CO., LLC2+ years Service code 11 · EIN 11-2836994 | Actuarial | $2,760 |
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 | $136,721 | $46,732+192.6% | $156,549-12.7% | $55,167+147.8% |
| Participation rate | 89.9% | 65.8%+24.1pp | 84.0%+5.9pp | 69.0%+20.9pp |
| Annual return | 5.70% | 17.72%-12.0pp | 32.23%-26.5pp | 169.23%-163.5pp |
| Employer contribution / active EE | $6,982 | $2,105+231.7% | $5,501+26.9% | $1,963+255.8% |
| Participant deferral / active EE | $4,639 | $2,204+110.4% | $4,871-4.8% | $3,054+51.9% |
| Admin fee / account holder | $23 | $418-94.6% | $13,027-99.8% | $504-95.5% |