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 8-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 26 · EIN 54-1620949 14325 WILLARD ROAD · CHANTILLY, VA 20151 | Advisory (Participants) | $180,544 |
Service code 26 · EIN 38-3649535 | Advisory (Participants) | $12,691 |
Filed as: SIGNATURE INVESTMENT ADVISORS Service code 26 · EIN 46-0894201 | Advisory (Participants) | $9,766 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON RETIREMENT SOLUTIONS,INC Service code 15 · EIN 47-2725143 | Recordkeeping | $8,695 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage | $5,181 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB AND COMPANY Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,038 | $47,126+148.4% | $149,673-21.8% | $74,419+57.3% |
| Participation rate | 92.2% | 63.4%+28.8pp | 78.8%+13.4pp | 70.7%+21.5pp |
| Annual return | 18.23% | 22.75%-4.5pp | 134.42%-116.2pp | 34.38%-16.1pp |
| Employer contribution / active EE | $7,455 | $1,905+291.3% | $4,818+54.7% | $2,637+182.7% |
| Participant deferral / active EE | $5,684 | $2,728+108.4% | $5,680+0.1% | $4,528+25.5% |
| Admin fee / account holder | $279 | $343-18.7% | $13,210-97.9% | $348-19.9% |