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 |
|---|---|---|
ELLWOOD ASSOCIATES6+ years Filed as: J.H. ELLWOOD & ASSOCIATES, INC. Service code 28 · EIN 36-3121777 | Investment Management | $34,176 |
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $23,610 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $133,130 | $61,473+116.6% | $81,930+62.5% | $73,409+81.4% |
| Participation rate | 46.4% | 72.4%-26.0pp | 72.0%-25.6pp | 72.2%-25.7pp |
| Annual return | 17.71% | 28.26%-10.5pp | 29.49%-11.8pp | 59.29%-41.6pp |
| Employer contribution / active EE | $1,322 | $1,898-30.3% | $4,310-69.3% | $2,234-40.8% |
| Participant deferral / active EE | $3,118 | $3,080+1.2% | $7,107-56.1% | $3,805-18.1% |
| Admin fee / account holder | $261 | $125+108.4% | $5,158-94.9% | $158+65.6% |