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.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 2360 CORPORATE CIRCLE STE 400 · HENDERSON, NV 89074 | Securities Custodian | $438,304 |
UNITED ACTUARIAL SERVCIES4 years Filed as: UNITED ACTUARIAL Service code 11 · EIN 35-2156428 11590 NORTH MERIDIAN ST., STE 610 · CARMEL, IN 46032 | Actuarial | $48,722 |
PARAMOUNT CONSULTING9+ years Service code 14 5235 ASHFORD RD. · DUBLIN, OH 43017 | Plan Administrator | $36,532 |
PILE CPAS9+ years Service code 10 · EIN 35-0865680 ONE INDIANA SQUARE, STE. 1200 · INDIANAPOLIS, IN 46204 | Accounting | $23,100 |
Service code 99 · EIN 52-1796473 3000 SOUTH LENOLA RD · MAPLE SHADE, NJ 08052 | Other Fees | $15,280 |
Service code 49 · EIN 39-1034021 18700 W. BLUEMOUND RD. · BROOKFIELD, WI 53045 | Other Services | $7,590 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $342,274-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 0.0%0pp |
| Annual return | 13.69% | 9.21%+4.5pp | 8.34%+5.4pp | 8.76%+4.9pp |
| Employer contribution / active EE | $7,135 | $15,607-54.3% | $30,799-76.8% | $16,627-57.1% |
| Participant deferral / active EE | $0 | $2,645-100.0% | $252-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $47,069-100.0% | - |