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 |
|---|---|---|
Filed as: GREGORY J. SCHWARTZ & CO. Service code 27 · EIN 38-2117812 | Advisory (Plan) | $91,102 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,876 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,564 |
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 | $115,497 | $100,801+14.6% | $149,696-22.8% | $73,409+57.3% |
| Participation rate | 73.3% | 77.7%-4.4pp | 82.5%-9.2pp | 72.2%+1.1pp |
| Annual return | 25.30% | 265.34%-240.0pp | 276.60%-251.3pp | 59.29%-34.0pp |
| Employer contribution / active EE | $1,489 | $3,312-55.0% | $4,644-67.9% | $2,234-33.3% |
| Participant deferral / active EE | $8,582 | $6,404+34.0% | $6,842+25.4% | $3,805+125.5% |
| Admin fee / account holder | $149 | $181-17.4% | $9,309-98.4% | $158-5.4% |