Filed June 24, 2025 (most recent of 4 filings on file)
Total covered: 11 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $287,411 |
CAPFINANCIAL PARTNERS LLC2 years Service code 28 · EIN 26-0058143 | Investment Management | $75,338 |
FORVIS, LLP4 years Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $58,255 |
KUTAK ROCK LLP2 years Service code 29 · EIN 47-0597598 | Legal | $35,618 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $1,045 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,525 | $148,970-7.7% | $136,007+1.1% | $199,768-31.2% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.5%+13.5pp | 72.0%+18.0pp |
| Annual return | 14.71% | 27.07%-12.4pp | 579.32%-564.6pp | 34.26%-19.5pp |
| Employer contribution / active EE | $4,057 | $3,561+13.9% | $4,215-3.7% | $3,037+33.6% |
| Participant deferral / active EE | $6,124 | $6,140-0.3% | $7,024-12.8% | $5,090+20.3% |
| Admin fee / account holder | $81 | $144-43.8% | $6,858-98.8% | $269-69.9% |