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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 |
|---|---|---|
Service code 26 · EIN 54-1620949 14325 WILLARD ROAD · CHANTILLY, VA 20151 | Advisory (Participants) | $80,725 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON RETIREMENT SOLUTIONS INC Service code 15 · EIN 47-2725143 | Recordkeeping | $4,838 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB AND COMPANY Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $1,224 |
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 | $89,485 | $95,274-6.1% | $135,903-34.2% | $74,419+20.2% |
| Participation rate | 87.1% | 78.2%+8.9pp | 81.9%+5.2pp | 70.7%+16.3pp |
| Annual return | 24.14% | 32.77%-8.6pp | 68.23%-44.1pp | 34.38%-10.2pp |
| Employer contribution / active EE | $6,624 | $3,874+71.0% | $4,856+36.4% | $2,637+151.1% |
| Participant deferral / active EE | $11,141 | $7,782+43.2% | $7,758+43.6% | $4,528+146.0% |
| Admin fee / account holder | $272 | $266+2.1% | $10,762-97.5% | $348-21.9% |