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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $126,520 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $957 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $172,423 | $100,801+71.1% | $149,696+15.2% | $73,409+134.9% |
| Participation rate | 99.6% | 77.7%+22.0pp | 82.5%+17.2pp | 72.2%+27.5pp |
| Annual return | 14.65% | 265.34%-250.7pp | 276.60%-262.0pp | 59.29%-44.6pp |
| Employer contribution / active EE | $8,231 | $3,312+148.5% | $4,644+77.2% | $2,234+268.5% |
| Participant deferral / active EE | $11,100 | $6,404+73.3% | $6,842+62.2% | $3,805+191.7% |
| Admin fee / account holder | $123 | $181-32.1% | $9,309-98.7% | $158-22.3% |