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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 |
|---|---|---|
NFP RETIREMENT INC2 years Service code 28 · EIN 33-0905143 | Investment Management | $62,467 |
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $45,951 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $197 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,494 | $88,890-10.6% | $102,423-22.4% | $77,643+2.4% |
| Participation rate | 96.5% | 80.9%+15.6pp | 76.5%+20.0pp | 70.6%+25.9pp |
| Annual return | 25.29% | 24.98%+0.3pp | 29.32%-4.0pp | 31.24%-5.9pp |
| Employer contribution / active EE | $3,694 | $2,698+36.9% | $3,023+22.2% | $2,726+35.5% |
| Participant deferral / active EE | $8,586 | $5,145+66.9% | $5,053+69.9% | $4,647+84.8% |
| Admin fee / account holder | $232 | $235-1.6% | $9,451-97.5% | $430-46.2% |