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 |
|---|---|---|
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $134,020 |
CHARLES SCHWAB & CO., INC.3+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $3,585 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
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 | $176,970 | $88,874+99.1% | $123,544+43.2% | $75,289+135.1% |
| Participation rate | 84.8% | 75.9%+9.0pp | 82.3%+2.5pp | 72.4%+12.4pp |
| Annual return | 13.46% | 4.22%+9.2pp | 119.20%-105.7pp | -0.04%+13.5pp |
| Employer contribution / active EE | $6,743 | $3,256+107.1% | $4,628+45.7% | $2,405+180.4% |
| Participant deferral / active EE | $6,212 | $6,174+0.6% | $6,426-3.3% | $3,739+66.2% |
| Admin fee / account holder | $77 | $95-18.2% | $9,284-99.2% | $102-24.4% |