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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.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $43,445 |
BDO USA, LLP2+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $14,690 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $121,429 | $52,884+129.6% | $84,750+43.3% | $55,167+120.1% |
| Participation rate | 68.5% | 67.5%+1.0pp | 76.6%-8.1pp | 69.0%-0.5pp |
| Annual return | 10.32% | 18.03%-7.7pp | 22.78%-12.5pp | 169.23%-158.9pp |
| Employer contribution / active EE | $2,126 | $2,233-4.8% | $3,574-40.5% | $1,963+8.3% |
| Participant deferral / active EE | $4,300 | $2,644+62.6% | $3,712+15.8% | $3,054+40.8% |
| Admin fee / account holder | $498 | $581-14.3% | $5,332-90.7% | $504-1.2% |