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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 |
|---|---|---|
MOUNTAIN CAPITAL INVESTMENT AD2+ years Service code 26 · EIN 27-4826969 | Advisory (Participants) | $526,375 |
Filed as: CBIZ MHM LLC Service code 10 · EIN 34-1854260 | Accounting | $28,250 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $26,136 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $24,028 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR INVESTMENT SVCS Service code 26 · EIN 36-4410122 | Advisory (Participants) | $8,663 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $101,047 | $168,231-39.9% | $67,834+49.0% | $63,975+57.9% |
| Participation rate | 56.7% | 66.8%-10.1pp | 68.8%-12.1pp | 71.1%-14.4pp |
| Annual return | 8.22% | 11.76%-3.5pp | 138.47%-130.3pp | 48.65%-40.4pp |
| Employer contribution / active EE | $3,038 | $1,907+59.3% | $2,403+26.4% | $2,182+39.2% |
| Participant deferral / active EE | $3,843 | $2,827+35.9% | $3,160+21.6% | $3,356+14.5% |
| Admin fee / account holder | $233 | $81+189.4% | $4,622-95.0% | $70+230.9% |