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 |
|---|---|---|
FINANCIAL ENGINES2 years Filed as: EDELMAN FINANCIAL ENGINES, INC Service code 28 · EIN 47-5324976 | Investment Management | $17,733 |
Service code 15 · EIN 32-0169227 | Recordkeeping | $11,193 |
Filed as: BENEFIT PLANS, INC. Service code 13 · EIN 47-0617162 | Contract Administrator | $2,385 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST COMPANY NORTH Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
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 | $37,225 | $54,573-31.8% | $90,951-59.1% | $73,488-49.3% |
| Participation rate | 90.0% | 61.2%+28.8pp | 69.0%+21.0pp | 70.7%+19.3pp |
| Annual return | 14.90% | 16.69%-1.8pp | 134.60%-119.7pp | 28.51%-13.6pp |
| Employer contribution / active EE | $2,097 | $991+111.5% | $2,122-1.2% | $2,270-7.6% |
| Participant deferral / active EE | $4,051 | $2,517+60.9% | $3,373+20.1% | $3,740+8.3% |
| Admin fee / account holder | $235 | $521-54.9% | $5,959-96.0% | $513-54.1% |