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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 |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.6+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $140,053 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC Service code 26 · EIN 94-1737782 | Advisory (Participants) | $5 |
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 | $77,315 | $79,519-2.8% | $95,952-19.4% | $73,409+5.3% |
| Participation rate | 99.8% | 81.2%+18.6pp | 77.1%+22.7pp | 72.2%+27.6pp |
| Annual return | 20.92% | 19.20%+1.7pp | 91.61%-70.7pp | 59.29%-38.4pp |
| Employer contribution / active EE | $3,221 | $2,048+57.3% | $2,541+26.7% | $2,234+44.2% |
| Participant deferral / active EE | $4,808 | $4,138+16.2% | $4,167+15.4% | $3,805+26.3% |
| Admin fee / account holder | $133 | $184-27.8% | $6,795-98.0% | $158-15.7% |