Filed October 31, 2025 (most recent of 3 filings on file)
Total covered: 275 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4+ years Filed as: SCHWAB RETIRMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $549,725 |
NEWPORT GROUP, INC.4+ years Filed as: NEWPORT GROUP SECURITIES INC. Service code 28 · EIN 59-3099288 | Investment Management | $70,520 |
HANCOCK ASKEW & CO., LLP4+ years Filed as: HANCOCK ASKEW & CO LLP Service code 10 · EIN 58-0662558 | Accounting | $22,500 |
BAILEY AND LUMB PC4+ years Service code 29 · EIN 46-0536663 | Legal | $13,725 |
Filed as: ENVESTNET ASSET MANAGEMENT INC Service code 26 · EIN 36-4319587 | Advisory (Participants) | $10,374 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Other inv... | $7,547 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $47 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO INC & AFFILIATE Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,382 | $104,281-32.5% | $140,016-49.7% | $68,904+2.1% |
| Participation rate | 75.3% | 89.1%-13.8pp | 87.5%-12.2pp | 74.1%+1.2pp |
| Annual return | -3.67% | -1.33%-2.3pp | 651.12%-654.8pp | 1.07%-4.7pp |
| Employer contribution / active EE | $2,312 | $4,070-43.2% | $5,606-58.8% | $2,540-9.0% |
| Participant deferral / active EE | $4,437 | $6,129-27.6% | $6,927-35.9% | $4,015+10.5% |
| Admin fee / account holder | $97 | $79+23.1% | $10,705-99.1% | $71+35.9% |