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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 | $40,152 |
GREGORY J SCHWARTZ & COMPANY INC6+ years Filed as: GREGORY J SCHWARTZ & CO, INC. Service code 16 · EIN 38-2117812 | Consulting | $31,876 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,495 | $99,957-18.5% | $149,696-45.6% | $73,488+10.9% |
| Participation rate | 94.0% | 75.7%+18.3pp | 82.5%+11.5pp | 70.7%+23.3pp |
| Annual return | 18.86% | 53.87%-35.0pp | 276.60%-257.7pp | 28.51%-9.7pp |
| Employer contribution / active EE | $432 | $3,191-86.5% | $4,644-90.7% | $2,270-81.0% |
| Participant deferral / active EE | $2,645 | $6,073-56.4% | $6,842-61.3% | $3,740-29.3% |
| Admin fee / account holder | $367 | $551-33.4% | $9,309-96.1% | $513-28.5% |