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 |
|---|---|---|
PACIFIC GLOBAL INVESTMENT MGMT3+ years Service code 26 · EIN 95-4351611 | Advisory (Participants) | $82,259 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $64,617 |
EQUIUS PARTNERS INC3+ years Service code 26 · EIN 94-2927404 | Advisory (Participants) | $20,449 |
SCHARF INVESTMENTS LLC3+ years Service code 26 · EIN 26-3775085 | Advisory (Participants) | $17,359 |
MISSION WEALTH MANAGEMENT LP3+ years Filed as: MISSION WEALTH MANAGEMENT LLC Service code 26 · EIN 95-4783206 | Advisory (Participants) | $10,830 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $9,926 |
DESTINATION WEALTH MANAGEMENT3+ years Service code 26 · EIN 56-2326959 | Advisory (Participants) | $9,718 |
PARK PIEDMONT ADVISORS LLC2 years Service code 26 · EIN 06-1710971 | Advisory (Participants) | $8,266 |
HARRY KEIR OXLEY DBA DOUBLE BA3+ years Service code 26 · EIN 03-0450991 | Advisory (Participants) | $6,510 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value 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 | $400,179 | $46,173+766.7% | $170,442+134.8% | $69,631+474.7% |
| Participation rate | 97.4% | 63.9%+33.5pp | 83.6%+13.8pp | 70.7%+26.7pp |
| Annual return | 15.36% | 21.62%-6.3pp | 205.93%-190.6pp | 27571.02%-27555.7pp |
| Employer contribution / active EE | $12,545 | $1,610+679.4% | $5,433+130.9% | $2,032+517.3% |
| Participant deferral / active EE | $9,444 | $2,080+354.0% | $4,939+91.2% | $3,224+192.9% |
| Admin fee / account holder | $780 | $116+572.7% | $13,880-94.4% | $110+606.3% |