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 7-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 37 · EIN 85-3986400 | Loan Processing | $19,304 |
BFC PLANNING INC3 years Service code 27 | Advisory (Plan) | $11,363 |
SCHWARTZ GIANNINI LANTSB1 year Filed as: SCHWARTZ GIANNINI LANTSBERGER Service code 10 · EIN 68-0290029 | Accounting | $9,000 |
FINDEC WEALTH SERVICES, INC.3 years Service code 28 · EIN 85-3994987 | Investment Management | $6,412 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,691 | $60,892-10.2% | $82,389-33.6% | $84,808-35.5% |
| Participation rate | 99.0% | 63.3%+35.7pp | 69.5%+29.4pp | 68.3%+30.6pp |
| Annual return | 5.50% | 37.29%-31.8pp | 28.67%-23.2pp | 40.90%-35.4pp |
| Employer contribution / active EE | $3,085 | $1,779+73.4% | $2,517+22.6% | $2,631+17.2% |
| Participant deferral / active EE | $3,617 | $3,179+13.8% | $4,155-12.9% | $4,212-14.1% |
| Admin fee / account holder | $334 | $5,467-93.9% | $7,231-95.4% | $7,344-95.5% |