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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.
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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 |
|---|---|---|
IPI WEALTH MANAGEMENT INC4 years Filed as: IPI WEALTH MANAGEMENT, INC. Service code 27 · EIN 36-4061968 | Advisory (Plan) | $11,627 |
ALLIANCE BENEFIT GROUP4 years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 · EIN 37-0899315 | Recordkeeping | $3,088 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $2,898 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISOR NETWORK Service code 27 · EIN 35-3845382 | Advisory (Plan) | $2,848 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 52 | Indirect Investment Fees | $0 |
Filed as: CHARLS SCHWAB & CO., INC. Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $75,419 | $66,124+14.1% | $90,404-16.6% | $73,488+2.6% |
| Participation rate | 49.0% | 69.7%-20.7pp | 72.7%-23.7pp | 70.7%-21.7pp |
| Annual return | 12.34% | 17.65%-5.3pp | 1293.02%-1280.7pp | 28.51%-16.2pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,262-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,990 | $3,039-1.6% | $3,963-24.6% | $3,740-20.0% |
| Admin fee / account holder | $421 | $396+6.2% | $5,611-92.5% | $513-18.0% |