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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.
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 |
|---|---|---|
Service code 16 · EIN 04-3422848 | Consulting | $50,000 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $10,809 |
Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $6,418 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $113,550 | $100,801+12.6% | $149,696-24.1% | $73,409+54.7% |
| Participation rate | 48.3% | 77.7%-29.4pp | 82.5%-34.2pp | 72.2%-23.9pp |
| Annual return | 17.49% | 265.34%-247.8pp | 276.60%-259.1pp | 59.29%-41.8pp |
| Employer contribution / active EE | $306 | $3,312-90.8% | $4,644-93.4% | $2,234-86.3% |
| Participant deferral / active EE | $3,751 | $6,404-41.4% | $6,842-45.2% | $3,805-1.4% |
| Admin fee / account holder | $123 | $181-32.0% | $9,309-98.7% | $158-22.2% |