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 27 · EIN 47-0768986 | Advisory (Plan) | $18,700 |
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Claims processing; Direct payment fro... | $15,342 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 12 · EIN 42-1558009 | Account maintenance fees; Claims proc... | $5,777 |
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 | $102,423 | $76,552+33.8% | $123,892-17.3% | $62,891+62.9% |
| Participation rate | 96.7% | 73.0%+23.7pp | 81.4%+15.3pp | 69.3%+27.4pp |
| Annual return | 7.94% | 18.68%-10.7pp | 47.52%-39.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $3,036 | $2,883+5.3% | $4,617-34.2% | $2,281+33.1% |
| Participant deferral / active EE | $6,838 | $4,840+41.3% | $5,984+14.3% | $3,203+113.5% |
| Admin fee / account holder | $258 | $4,826-94.6% | $8,357-96.9% | $4,296-94.0% |