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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 |
|---|---|---|
MILLIMAN, INC.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $44,332 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $3,006 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1733782 | Securities Custodian | $0 |
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 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 | $116,459 | $75,828+53.6% | $147,614-21.1% | $59,632+95.3% |
| Participation rate | 94.6% | 71.6%+23.0pp | 84.6%+9.9pp | 68.7%+25.9pp |
| Annual return | -1.23% | 0.37%-1.6pp | 61.98%-63.2pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $9,953 | $3,485+185.6% | $5,564+78.9% | $2,203+351.9% |
| Participant deferral / active EE | $7,152 | $3,130+128.5% | $4,895+46.1% | $3,192+124.1% |
| Admin fee / account holder | $317 | $5,985-94.7% | $11,611-97.3% | $4,297-92.6% |