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 | $34,932 |
MONETA GROUP LLC3 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $26,898 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,393 |
CHARLES SCHWAB & CO., INC.4 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,092 | $72,607-14.5% | $90,749-31.6% | $66,914-7.2% |
| Participation rate | 84.7% | 73.7%+11.0pp | 75.7%+9.0pp | 69.8%+14.9pp |
| Annual return | -17.40% | -12.28%-5.1pp | -12.16%-5.2pp | 1.58%-19.0pp |
| Employer contribution / active EE | $2,086 | $2,369-11.9% | $2,921-28.6% | $2,544-18.0% |
| Participant deferral / active EE | $4,412 | $3,977+10.9% | $4,564-3.3% | $4,237+4.1% |
| Admin fee / account holder | $424 | $707-40.1% | $8,445-95.0% | $593-28.6% |