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 INC1+ years Filed as: GREGORY J. SCHWARTZ & CO. INC, Service code 16 · EIN 38-2117812 | Consulting | $14,660 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,021 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $80,024 | $56,629+41.3% | $77,999+2.6% | $55,167+45.1% |
| Participation rate | 67.1% | 73.3%-6.2pp | 75.5%-8.4pp | 69.0%-1.9pp |
| Annual return | 7.68% | 2866.98%-2859.3pp | 425.96%-418.3pp | 169.23%-161.6pp |
| Employer contribution / active EE | $918 | $1,723-46.7% | $2,470-62.8% | $1,963-53.2% |
| Participant deferral / active EE | $3,429 | $2,777+23.5% | $3,497-1.9% | $3,054+12.3% |
| Admin fee / account holder | $200 | $467-57.2% | $5,480-96.4% | $504-60.3% |