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 21 · EIN 56-0223230 | Bank Trustee | $57,923 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $39,341 | $33,067+19.0% | $76,523-48.6% | $56,287-30.1% |
| Participation rate | 77.7% | 55.4%+22.3pp | 68.0%+9.7pp | 69.9%+7.9pp |
| Annual return | -6.19% | 2.72%-8.9pp | -0.27%-5.9pp | -9.96%+3.8pp |
| Employer contribution / active EE | $1,283 | $1,200+6.9% | $2,647-51.5% | $2,111-39.2% |
| Participant deferral / active EE | $1,469 | $2,240-34.4% | $3,835-61.7% | $3,350-56.1% |
| Admin fee / account holder | $311 | $537-42.0% | $4,848-93.6% | $521-40.2% |