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 |
|---|---|---|
MONETA GROUP LLC5 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $45,000 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $28,774 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967529 | Securities Custodian | $14,914 |
CHARLES SCHWAB & CO., INC.6 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,741 | $101,317+58.7% | $146,958+9.4% | $74,495+115.8% |
| Participation rate | 85.7% | 75.5%+10.2pp | 82.2%+3.6pp | 67.2%+18.5pp |
| Annual return | 14.93% | 8730.91%-8716.0pp | 418.34%-403.4pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $5,343 | $3,810+40.2% | $4,933+8.3% | $2,623+103.7% |
| Participant deferral / active EE | $7,091 | $7,303-2.9% | $8,070-12.1% | $4,346+63.2% |
| Admin fee / account holder | $272 | $1,739-84.3% | $12,998-97.9% | $1,942-86.0% |