Filed February 23, 2026 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $51,854 |
MILLER RUSSELL ASSOCIATES3+ years Filed as: MILLER RUSSELL AND ASSOCIATES Service code 28 · EIN 27-1529830 | Investment Management | $32,500 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $1 |
Filed as: CHARLES SCHWAB & CO INC AND AFFILIA 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 | $67,384 | $89,274-24.5% | $149,718-55.0% | $77,958-13.6% |
| Participation rate | 92.8% | 87.6%+5.1pp | 87.1%+5.7pp | 71.6%+21.1pp |
| Annual return | 28.39% | 20.36%+8.0pp | 1501.63%-1473.2pp | 20.87%+7.5pp |
| Employer contribution / active EE | $2,066 | $3,727-44.6% | $5,445-62.1% | $2,310-10.6% |
| Participant deferral / active EE | $6,357 | $5,382+18.1% | $6,569-3.2% | $3,537+79.8% |
| Admin fee / account holder | $44 | $240-81.5% | $11,283-99.6% | $97-54.4% |