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 |
|---|---|---|
PARSEC FINANCIAL MANAGEMENT6+ years Service code 26 · EIN 56-1443390 | Advisory (Participants) | $42,374 |
Service code 26 · EIN 56-1572921 | Advisory (Participants) | $38,411 |
KANAWHA CAPITAL MANAGEMENT, LLC6+ years Service code 26 · EIN 54-2057740 | Advisory (Participants) | $21,033 |
Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $1,377 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
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 | $236,041 | $52,293+351.4% | $178,490+32.2% | $73,409+221.5% |
| Participation rate | 92.6% | 65.3%+27.3pp | 81.9%+10.7pp | 72.2%+20.4pp |
| Annual return | 20.03% | 34.75%-14.7pp | 151.07%-131.0pp | 59.29%-39.3pp |
| Employer contribution / active EE | $7,277 | $1,735+319.3% | $5,011+45.2% | $2,234+225.8% |
| Participant deferral / active EE | $4,141 | $2,332+77.5% | $5,202-20.4% | $3,805+8.8% |
| Admin fee / account holder | $273 | $127+114.3% | $13,984-98.0% | $158+72.9% |