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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $29,202 |
LARSON FINANCIAL GROUP LLC2+ years Filed as: LARSON AND COMPANY Service code 10 · EIN 87-0516083 | Accounting | $12,231 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $1,012 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
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 | $59,966 | $74,089-19.1% | $133,980-55.2% | $55,167+8.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 8.12% | 12.11%-4.0pp | 29.30%-21.2pp | 169.23%-161.1pp |
| Employer contribution / active EE | $1,806 | $3,064-41.1% | $5,211-65.4% | $1,963-8.0% |
| Participant deferral / active EE | $3,507 | $4,678-25.0% | $6,282-44.2% | $3,054+14.8% |
| Admin fee / account holder | $232 | $458-49.3% | $9,324-97.5% | $504-53.9% |