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 |
|---|---|---|
SUMMIT FINANCIAL WEALTH ADVISOR10+ years Service code 27 · EIN 46-3636065 | Advisory (Plan) | $40,850 |
CHARLES SCHWAB & CO., INC.10+ years Service code 27 · EIN 94-1737782 | Advisory (Plan) | $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $49,655-100.0% | $138,807-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 17.1%-17.1pp |
| Annual return | 13.23% | 7.73%+5.5pp | 8.39%+4.8pp | 9.82%+3.4pp |
| Employer contribution / active EE | $0 | $10,210-100.0% | $20,497-100.0% | $13,587-100.0% |
| Participant deferral / active EE | $0 | $0 | $16-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | - | $2,893-100.0% |