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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.
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,348 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $9,673 |
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 | $85,437 | $88,122-3.0% | $141,162-39.5% | $67,579+26.4% |
| Participation rate | 94.7% | 76.5%+18.3pp | 82.5%+12.3pp | 71.3%+23.5pp |
| Annual return | 79.17% | 75.40%+3.8pp | 71.39%+7.8pp | 378.56%-299.4pp |
| Employer contribution / active EE | $1 | $3,224-100.0% | $4,735-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $6,103 | $5,958+2.4% | $6,709-9.0% | $3,539+72.4% |
| Admin fee / account holder | $107 | $131-18.5% | $10,261-99.0% | $142-25.0% |