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 |
|---|---|---|
BURGESS CHAMBERS & ASSOC INC6+ years Service code 27 · EIN 59-2878619 | Advisory (Plan) | $35,568 |
RETIREMENT HORIZONS INC.1 year Filed as: RETIREMENT HORIZONS INCORPORATED Service code 11 · EIN 76-0551734 | Actuarial | $20,650 |
RICHMOND CAPITAL MANAGEMENT3 years Filed as: RICHMOND CAPITAL MANAGEMENT INC Service code 27 · EIN 54-1288566 | Advisory (Plan) | $14,243 |
WHITTLESEY PC1 year Service code 10 · EIN 06-0903326 | Accounting | $10,500 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 94-1737782 | Directed Trustee | $7,017 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $71,919-100.0% | $247,190-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 5.2%-5.2pp | 15.2%-15.2pp | 13.5%-13.5pp |
| Annual return | 13.84% | 8.57%+5.3pp | 7.87%+6.0pp | 9.29%+4.6pp |
| Employer contribution / active EE | $4,317 | $19,481-77.8% | $31,768-86.4% | $15,168-71.5% |
| Participant deferral / active EE | $0 | $290-100.0% | $241-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $934-100.0% | $240,514-100.0% | $2,037-100.0% |