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 15 · EIN 36-4389114 | Recordkeeping | $17,928 |
Filed as: MILLENNIUM INVESTMENT Service code 14 · EIN 94-3428956 | Plan Administrator | $6,700 |
Filed as: CHARLES SCHWAB BANK Service code 15 | Recordkeeping | $1,836 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 E. ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $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 | $15,744 | $55,453-71.6% | $170,442-90.8% | $62,292-74.7% |
| Participation rate | 98.5% | 66.4%+32.1pp | 83.6%+14.9pp | 69.5%+29.0pp |
| Annual return | 15.23% | 21.38%-6.1pp | 205.93%-190.7pp | 28.90%-13.7pp |
| Employer contribution / active EE | $986 | $2,164-54.4% | $5,433-81.8% | $2,042-51.7% |
| Participant deferral / active EE | $1,275 | $2,303-44.6% | $4,939-74.2% | $3,169-59.8% |
| Admin fee / account holder | $110 | $455-75.7% | $13,880-99.2% | $479-77.0% |