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 |
|---|---|---|
PENSION CORPORATION OF AMERICA6+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $21,398 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 28 · EIN 82-3967259 | Investment Management | $14,489 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 | Shareholder Servicing | $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 | $79,642 | $91,517-13.0% | $101,248-21.3% | $73,409+8.5% |
| Participation rate | 96.1% | 73.8%+22.3pp | 75.8%+20.3pp | 72.2%+23.9pp |
| Annual return | 11.68% | 17.17%-5.5pp | 46.47%-34.8pp | 59.29%-47.6pp |
| Employer contribution / active EE | $7,280 | $2,877+153.1% | $3,660+98.9% | $2,234+225.9% |
| Participant deferral / active EE | $6,592 | $3,338+97.5% | $4,370+50.9% | $3,805+73.2% |
| Admin fee / account holder | $52 | $216-76.0% | $5,945-99.1% | $158-67.2% |