Filed July 2, 2025 (most recent of 3 filings on file)
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.
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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 |
|---|---|---|
MILLIMAN, INC.9+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $62,765 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $13,210 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO. INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.9+ years Service code 19 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,831 | $100,227+25.5% | $169,993-26.0% | $74,419+69.1% |
| Participation rate | 90.4% | 87.3%+3.1pp | 87.0%+3.4pp | 70.7%+19.7pp |
| Annual return | 19.54% | 66.08%-46.5pp | 53.37%-33.8pp | 34.38%-14.8pp |
| Employer contribution / active EE | $6,827 | $4,263+60.1% | $6,785+0.6% | $2,637+158.8% |
| Participant deferral / active EE | $7,131 | $7,143-0.2% | $10,408-31.5% | $4,528+57.5% |
| Admin fee / account holder | $72 | $234-69.2% | $12,815-99.4% | $348-79.2% |