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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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Other services; Participant communica... | $130,082 |
INVST4 years Service code 26 · EIN 81-1661697 | Advisory (Participants) | $91,073 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,335 |
CHARLES SCHWAB & CO., INC.5 years Service code 19 | Securities Custodian | $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.)
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 | $40,274 | $45,031-10.6% | $84,966-52.6% | $77,643-48.1% |
| Participation rate | 58.8% | 48.7%+10.1pp | 67.5%-8.7pp | 70.6%-11.8pp |
| Annual return | 21.29% | 79.22%-57.9pp | 66.38%-45.1pp | 31.24%-10.0pp |
| Employer contribution / active EE | $2,043 | $1,609+27.0% | $2,727-25.1% | $2,726-25.0% |
| Participant deferral / active EE | $4,770 | $2,807+69.9% | $4,519+5.6% | $4,647+2.6% |
| Admin fee / account holder | $330 | $912-63.8% | $6,149-94.6% | $430-23.4% |