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 |
|---|---|---|
MBM ADVISORS, INC.1+ years Service code 15 · EIN 74-2009441 | Recordkeeping | $22,091 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,218 |
Annual investment return 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 | $102,482 | $41,854+144.9% | $73,843+38.8% | $52,331+95.8% |
| Participation rate | 89.7% | 66.2%+23.4pp | 73.4%+16.2pp | 68.1%+21.6pp |
| Annual return | -4.11% | 2.11%-6.2pp | 2267.84%-2271.9pp | 4.54%-8.6pp |
| Employer contribution / active EE | $3,586 | $1,920+86.8% | $2,787+28.6% | $1,882+90.6% |
| Participant deferral / active EE | $8,438 | $2,498+237.8% | $3,583+135.5% | $3,022+179.2% |
| Admin fee / account holder | $218 | $493-55.8% | $4,880-95.5% | $592-63.2% |