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 10-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 13 · EIN 42-0127290 | Contract Administrator | $33,723 |
Filed as: WORLD INVESTMENT ADVISOR Service code 27 · EIN 61-1758632 | Advisory (Plan) | $27,900 |
Filed as: CHARLES SCHWAB & CO, INC Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $10 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $190,600 | $55,415+243.9% | $155,509+22.6% | $74,495+155.9% |
| Participation rate | 90.1% | 61.9%+28.2pp | 78.2%+11.9pp | 67.2%+22.9pp |
| Annual return | 13.09% | 268.50%-255.4pp | 64.67%-51.6pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $8,406 | $2,267+270.8% | $4,672+79.9% | $2,623+220.5% |
| Participant deferral / active EE | $5,729 | $2,836+102.0% | $5,626+1.8% | $4,346+31.8% |
| Admin fee / account holder | $408 | $1,738-76.5% | $15,912-97.4% | $1,942-79.0% |