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 | $26,633 |
MONETA GROUP LLC6 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $24,342 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $4,911 |
CHARLES SCHWAB & CO., INC.7 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,791 | $84,556-31.7% | $116,228-50.3% | $74,304-22.2% |
| Participation rate | 92.3% | 66.0%+26.3pp | 74.6%+17.8pp | 60.3%+32.0pp |
| Annual return | 16.04% | 18.35%-2.3pp | 90.06%-74.0pp | 29.43%-13.4pp |
| Employer contribution / active EE | $1,978 | $2,168-8.7% | $2,994-33.9% | $2,241-11.7% |
| Participant deferral / active EE | $3,575 | $3,814-6.3% | $4,953-27.8% | $3,767-5.1% |
| Admin fee / account holder | $319 | $3,792-91.6% | $11,989-97.3% | $2,969-89.3% |