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 10-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 |
|---|---|---|
CREEKSIDE INV MGMT INC3+ years Service code 27 · EIN 74-2552238 | Advisory (Plan) | $108,728 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB Service code 24 · EIN 94-1737782 | Discretionary Trustee | $1,459 |
See 1 actuary disclosure. $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.
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 | $0 | $107,664-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 0.0%0pp |
| Annual return | 17.21% | 13.43%+3.8pp | 337.46%-320.3pp | 17.84%-0.6pp |
| Employer contribution / active EE | $0 | $21,964-100.0% | $20,191-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $30-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,663-100.0% | - |