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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.
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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 | $26,275 |
Filed as: PACIFIC WEALTH ADVISORS Service code 28 · EIN 20-3431077 | Investment Management | $6,740 |
Filed as: PACIFIC PORTFOLIO CONSULTING,LLC Service code 28 · EIN 20-4049073 | Investment Management | $5,973 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $98,897 | $110,094-10.2% | $151,611-34.8% | $68,494+44.4% |
| Participation rate | 98.7% | 84.0%+14.7pp | 87.5%+11.2pp | 67.9%+30.8pp |
| Annual return | -18.32% | -10.12%-8.2pp | 3.33%-21.6pp | -7.84%-10.5pp |
| Employer contribution / active EE | $5,770 | $4,471+29.1% | $6,166-6.4% | $2,596+122.2% |
| Participant deferral / active EE | $8,995 | $6,527+37.8% | $8,363+7.6% | $4,027+123.4% |
| Admin fee / account holder | $323 | $7,719-95.8% | $11,616-97.2% | $5,403-94.0% |