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 |
|---|---|---|
Service code 64 · EIN 32-0169227 | Recordkeeping Fees | $69,860 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,640 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 12401 RESEARCH BLVD · AUSTIN, TX 78702 | Custodial (securities); Custodial (ot... | $10,103 |
PENSION ASSURANCE LLP1 year Filed as: PENSION PLANNING CONSULTANTS, INC.H Service code 64 6201 UPTOWN BLVD NE · ALBUQUERQUE, NM 87110 | Recordkeeping Fees | $8,900 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,449 | $106,028-36.4% | $146,958-54.1% | $77,643-13.1% |
| Participation rate | 91.9% | 78.4%+13.6pp | 82.2%+9.8pp | 70.6%+21.4pp |
| Annual return | 20.20% | 56.73%-36.5pp | 418.34%-398.1pp | 31.24%-11.0pp |
| Employer contribution / active EE | $6,629 | $4,063+63.1% | $4,933+34.4% | $2,726+143.2% |
| Participant deferral / active EE | $9,274 | $7,990+16.1% | $8,070+14.9% | $4,647+99.6% |
| Admin fee / account holder | $144 | $337-57.3% | $12,998-98.9% | $430-66.5% |