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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.7+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $139,087 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $13,729 |
CHARLES SCHWAB & CO., INC.7+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $62 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,761 | $185,342-32.7% | $111,297+12.1% | $86,799+43.7% |
| Participation rate | 92.9% | 81.0%+11.9pp | 77.3%+15.6pp | 72.3%+20.6pp |
| Annual return | 13.68% | 500.80%-487.1pp | 54.65%-41.0pp | 97.91%-84.2pp |
| Employer contribution / active EE | $3,368 | $2,246+49.9% | $2,731+23.3% | $2,405+40.0% |
| Participant deferral / active EE | $7,663 | $4,458+71.9% | $4,487+70.8% | $4,131+85.5% |
| Admin fee / account holder | $331 | $255+29.5% | $7,964-95.8% | $170+95.1% |