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 5-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 |
|---|---|---|
APEX CAPITAL MANAGEMENT4 years Filed as: APEX INVESTMENT ADVISORS Service code 26 217 E. MAIN STREET · GRANGEVILLE, ID 83530 | Advisory (Participants) | $199,705 |
RANDALL & HURLEY, INC.5+ years Filed as: RANDALL AND HURLEY Service code 17 · EIN 91-1661080 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Pension Consulting | $154,623 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities Custodian | $39,936 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLAN LLP Service code 10 · EIN 41-0746749 | Accounting | $17,693 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 | 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 | $77,654 | $112,623-31.0% | $106,213-26.9% | $199,593-61.1% |
| Participation rate | 94.1% | 86.2%+7.9pp | 75.3%+18.8pp | 72.0%+22.2pp |
| Annual return | 16.93% | 15.57%+1.4pp | 116.14%-99.2pp | 34.25%-17.3pp |
| Employer contribution / active EE | $3,387 | $4,575-26.0% | $3,171+6.8% | $3,034+11.6% |
| Participant deferral / active EE | $5,264 | $6,659-20.9% | $5,016+5.0% | $5,087+3.5% |
| Admin fee / account holder | $295 | $107+175.9% | $11,033-97.3% | $269+9.8% |