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 6-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 |
|---|---|---|
KERBER, ECK & BRAECKEL LLP1+ years Filed as: KERBER ECK & BRAECKEL LLP Service code 10 · EIN 43-0352985 | Accounting | $12,750 |
NEWPORT GROUP, INC.1+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $6,140 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $5,350 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $118,287 | $54,573+116.7% | $90,951+30.1% | $73,488+61.0% |
| Participation rate | 73.6% | 61.2%+12.4pp | 69.0%+4.6pp | 70.7%+2.9pp |
| Annual return | 11.56% | 16.69%-5.1pp | 134.60%-123.0pp | 28.51%-17.0pp |
| Employer contribution / active EE | $3,502 | $991+253.2% | $2,122+65.0% | $2,270+54.3% |
| Participant deferral / active EE | $5,388 | $2,517+114.1% | $3,373+59.7% | $3,740+44.1% |
| Admin fee / account holder | $129 | $521-75.3% | $5,959-97.8% | $513-74.9% |