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 |
|---|---|---|
Filed as: TORTOISE INVESTMENT MANAGEMENT Service code 26 · EIN 20-1723529 | Advisory (Participants) | $54,565 |
Service code 26 · EIN 95-4670255 | Advisory (Participants) | $34,953 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $4,573 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $496,336 | $106,028+368.1% | $146,958+237.7% | $77,643+539.3% |
| Participation rate | 98.1% | 78.4%+19.7pp | 82.2%+15.9pp | 70.6%+27.5pp |
| Annual return | 14.01% | 56.73%-42.7pp | 418.34%-404.3pp | 31.24%-17.2pp |
| Employer contribution / active EE | $20,428 | $4,063+402.8% | $4,933+314.1% | $2,726+649.4% |
| Participant deferral / active EE | $17,599 | $7,990+120.3% | $8,070+118.1% | $4,647+278.7% |
| Admin fee / account holder | $199 | $337-40.9% | $12,998-98.5% | $430-53.7% |