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 |
|---|---|---|
QCI ASSET MANAGEMENT2 years Service code 27 · EIN 16-1045618 | Advisory (Plan) | $111,287 |
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $76,299 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $29,598 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $13,048 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. Service code 22 · EIN 94-1737782 | Insurance Broker | $7,769 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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 | $0 | $3,370,408-100.0% | $204,001-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 1.2%-1.2pp |
| Annual return | 15.07% | 21.31%-6.2pp | -100.31%+115.4pp | 53.27%-38.2pp |
| Employer contribution / active EE | $457 | $7,169-93.6% | $18,686-97.6% | $14,774-96.9% |
| Participant deferral / active EE | $0 | $116-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,604-100.0% | $13,289-100.0% |