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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 |
|---|---|---|
MCCREADY & KEENE INC.3 years Service code 15 · EIN 35-0500670 | Recordkeeping | $34,841 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB Service code 27 2423 E. LINCOLN DRIVE · PHOENIX, AZ 85016 | Advisory (Plan) | $31,100 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 6805 MORRISON BLVD. SUITE 400 · CHARLOTTE, NC 28211 | Advisory (Plan) | $25,828 |
HARBOR3 years Filed as: HARBOR CAPITAL MANAGEMENT INC. Service code 27 831 E MOREHEAD ST. · CHARLOTTE, NC 28202 | Advisory (Plan) | $19,929 |
Filed as: MERRILL LYNCH Service code 27 8015 W. KENTON CIRCLE SUITE 200 · HUNTERSVILLE, NC 28078 | Advisory (Plan) | $12,966 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 27 6000 FAIRVIEW ROAD SUITE 800 · CHARLOTTE, NC 28210 | Advisory (Plan) | $8,385 |
Service code 27 4500 CAMERON VALLEY PARKWAY · CHARLOTTE, NC 28211 | Advisory (Plan) | $8,095 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S. TRYON STREET · CHARLOTTE, NC 28202 | Advisory (Plan) | $6,534 |
RBC WEALTH MANAGEMENT1 year Service code 27 6000 FAIRVIEW ROAD · CHARLOTTE, NC 28210 | Advisory (Plan) | $5,128 |
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $983 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $267,030 | $52,953+404.3% | $172,739+54.6% | $65,185+309.7% |
| Participation rate | 99.1% | 66.2%+32.9pp | 82.6%+16.5pp | 70.2%+28.9pp |
| Annual return | 19.58% | 30.12%-10.5pp | 802.84%-783.3pp | 29.38%-9.8pp |
| Employer contribution / active EE | $13,057 | $2,190+496.3% | $5,143+153.9% | $2,177+499.9% |
| Participant deferral / active EE | $8,152 | $2,471+229.9% | $5,198+56.8% | $3,514+132.0% |
| Admin fee / account holder | $1,199 | $472+154.1% | $13,954-91.4% | $847+41.5% |