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 |
|---|---|---|
CERITY PARTNERS2 years Service code 17 11601 WILSHIRE BOULEVARD · LOS ANGELES, CA 90025 | Pension Consulting | $29,619 |
Service code 12 · EIN 84-1477138 | Recordkeeping fees; Sub-transfer agen... | $9,594 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 · EIN 42-1558009 | Shareholder servicing fees; Float rev... | $4,793 |
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 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 | $57,089 | $85,202-33.0% | $172,739-67.0% | $72,985-21.8% |
| Participation rate | 89.5% | 70.1%+19.4pp | 82.6%+6.8pp | 69.5%+20.0pp |
| Annual return | 16.13% | 27.32%-11.2pp | 802.84%-786.7pp | 81.00%-64.9pp |
| Employer contribution / active EE | $6,382 | $3,324+92.0% | $5,143+24.1% | $2,440+161.6% |
| Participant deferral / active EE | $6,709 | $3,260+105.8% | $5,198+29.1% | $3,607+86.0% |
| Admin fee / account holder | $463 | $5,884-92.1% | $13,954-96.7% | $5,124-91.0% |