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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.
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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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $40,914 |
GREGORY J SCHWARTZ & COMPANY INC5+ years Filed as: GREGORY J SCHWARTZ & CO, INC. Service code 16 · EIN 38-2117812 | Consulting | $28,386 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $66,506 | $89,652-25.8% | $141,162-52.9% | $65,185+2.0% |
| Participation rate | 96.6% | 74.7%+21.9pp | 82.5%+14.1pp | 70.2%+26.4pp |
| Annual return | 34.56% | 32.79%+1.8pp | 71.39%-36.8pp | 29.38%+5.2pp |
| Employer contribution / active EE | $548 | $3,065-82.1% | $4,735-88.4% | $2,177-74.8% |
| Participant deferral / active EE | $3,707 | $5,691-34.9% | $6,709-44.7% | $3,514+5.5% |
| Admin fee / account holder | $322 | $569-43.3% | $10,261-96.9% | $847-61.9% |