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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $33,268 |
JLM ACTUARIAL, LLC3 years Service code 11 · EIN 82-3763658 | Actuarial | $20,075 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO.,INC. Service code 25 · EIN 94-1737782 | Directed Trustee | $0 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO.,INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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.
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 | $409,661-100.0% | $373,805-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 1.7%-1.7pp |
| Annual return | 11.88% | 10.61%+1.3pp | 9.52%+2.4pp | 627.08%-615.2pp |
| Employer contribution / active EE | $16,176 | $21,392-24.4% | $41,951-61.4% | $18,824-14.1% |
| Participant deferral / active EE | $0 | $61-100.0% | $18-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,512-100.0% | $1,923-100.0% |