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 |
|---|---|---|
RUSSELL TRUST COMPANY5 years Service code 28 · EIN 91-1116938 | Investment Management | $440,840 |
OCTOBER THREE CONSULTING LLC5 years Service code 11 · EIN 27-1175487 | Actuarial | $70,376 |
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIRMENT PLAN SERVICES, INC Service code 18 · EIN 34-1479833 | Trustee (bank, trust company, or simi... | $42,549 |
BAKER TILLY US, LLP5 years Service code 10 · EIN 39-1413443 | Accounting | $27,037 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $81,873-100.0% | $306,246-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 43.6%-43.6pp | 62.9%-62.9pp | 12.4%-12.4pp |
| Annual return | 5.62% | 10.02%-4.4pp | 35.14%-29.5pp | 9.89%-4.3pp |
| Employer contribution / active EE | $12,358 | $18,739-34.0% | $46,378-73.4% | $14,313-13.7% |
| Participant deferral / active EE | $0 | $18-100.0% | $69-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $470-100.0% | $4,448-100.0% | $9,084-100.0% |