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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.
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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 |
|---|---|---|
WILLIAM C. EARHART CO., INC.11+ years Filed as: WILLIAM C. EARHART COMPANY, INC. Service code 10 · EIN 93-0509592 | Accounting | $220,984 |
Filed as: ACROPOLIS INVESTMENT MANAGEMENT Service code 28 · EIN 32-0016216 | Investment Management | $113,931 |
WITHUMSMITH+BROWN, PC4 years Filed as: WITHUMSMITH+BROWN, P.C. Service code 10 · EIN 22-2027092 | Accounting | $64,548 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $22,043 |
HARTNETT REYES-JONES, LLC6 years Service code 29 · EIN 43-1205253 | Legal | $16,321 |
THE SEGAL COMPANY2 years Service code 16 · EIN 13-1975125 | Consulting | $10,473 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,391 | $160,882-92.3% | $200,582-93.8% | $102,872-88.0% |
| Participation rate | 100.0% | 91.2%+8.8pp | 86.9%+13.1pp | 73.0%+27.0pp |
| Annual return | 15.01% | 18.15%-3.1pp | 42.33%-27.3pp | 19.06%-4.0pp |
| Employer contribution / active EE | $2,692 | $5,602-51.9% | $6,419-58.1% | $3,526-23.6% |
| Participant deferral / active EE | $16 | $9,300-99.8% | $9,331-99.8% | $5,535-99.7% |
| Admin fee / account holder | $94 | $125-24.4% | $16,305-99.4% | $292-67.7% |