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 |
|---|---|---|
PIMCO FUNDS5 years Filed as: MOSAIC PACIFIC INVESTMENT ADVISORS Service code 27 · EIN 46-3499420 | Advisory (Plan) | $53,079 |
CW ASSOCIATES11+ years Service code 10 · EIN 26-1659234 | Accounting | $24,883 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $1,854 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,491 | $60,892+173.4% | $82,389+102.1% | $84,808+96.3% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 16.37% | 37.29%-20.9pp | 28.67%-12.3pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,807 | $1,779+1.6% | $2,517-28.2% | $2,631-31.3% |
| Participant deferral / active EE | $6,626 | $3,179+108.4% | $4,155+59.5% | $4,212+57.3% |
| Admin fee / account holder | $783 | $5,467-85.7% | $7,231-89.2% | $7,344-89.3% |