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 |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $30,022 |
MONETA GROUP LLC1 year Service code 27 · EIN 20-1903821 | Advisory (Plan) | $23,520 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,040 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $73,866 | $70,908+4.2% | $98,907-25.3% | $73,488+0.5% |
| Participation rate | 81.6% | 73.8%+7.8pp | 76.0%+5.6pp | 70.7%+10.9pp |
| Annual return | 15.88% | 34.17%-18.3pp | 196.43%-180.5pp | 28.51%-12.6pp |
| Employer contribution / active EE | $1,827 | $2,036-10.3% | $2,689-32.1% | $2,270-19.5% |
| Participant deferral / active EE | $3,580 | $3,500+2.3% | $4,244-15.6% | $3,740-4.3% |
| Admin fee / account holder | $406 | $535-24.2% | $6,642-93.9% | $513-20.9% |