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 3-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 |
|---|---|---|
LOCKE LORD LLP2+ years Service code 14 · EIN 74-1164324 | Plan Administrator | $15,082 |
Service code 15 · EIN 04-1590850 | Recordkeeping | $530 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $499 |
Filed as: CHARLES SCHWAB INVESTMENT MANAGEMEN Service code 59 · EIN 94-3106735 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $165,596 | $75,183+120.3% | $123,892+33.7% | $55,167+200.2% |
| Participation rate | 86.9% | 72.8%+14.0pp | 81.4%+5.4pp | 69.0%+17.9pp |
| Annual return | 10.83% | 19.01%-8.2pp | 47.52%-36.7pp | 169.23%-158.4pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $10,628 | $5,084+109.0% | $5,984+77.6% | $3,054+248.0% |
| Admin fee / account holder | $2 | $663-99.8% | $8,357-100.0% | $504-99.7% |