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 |
|---|---|---|
Filed as: BANK OF LABOR Service code 19 · EIN 48-0150325 | Securities Custodian | $34,045 |
REAMS ASSET MANAGEMENT1 year Filed as: UMB Service code 28 · EIN 44-0194180 | Investment Management | $29,905 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 14 · EIN 42-0127290 | Plan Administrator | $23,703 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $22,101 |
STERN BROTHERS2 years Filed as: STERN BROS Service code 34 · EIN 43-1749095 | Direct payment from the plan; Valuati... | $10,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $145,037 | $56,443+157.0% | $83,848+73.0% | $55,725+160.3% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | 26.78% | 393.67%-366.9pp | 850.88%-824.1pp | 244.93%-218.1pp |
| Employer contribution / active EE | $2,538 | $2,682-5.4% | $3,631-30.1% | $2,078+22.1% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $176 | $156+12.4% | $5,478-96.8% | $115+52.4% |