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.
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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 |
|---|---|---|
SELLWOOD CONSULTING LLC1 year Service code 28 · EIN 80-0827237 | Investment Management | $59,730 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: SCHWAB RETIREMENT PLAN SERV., INC. Service code 15 · EIN 34-1479833 | Recordkeeping | $53,380 |
Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
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 | $72,904 | $88,874-18.0% | $123,544-41.0% | $75,289-3.2% |
| Participation rate | 81.2% | 75.9%+5.3pp | 82.3%-1.1pp | 72.4%+8.8pp |
| Annual return | -5.36% | 4.22%-9.6pp | 119.20%-124.6pp | -0.04%-5.3pp |
| Employer contribution / active EE | $3,487 | $3,256+7.1% | $4,628-24.6% | $2,405+45.0% |
| Participant deferral / active EE | $7,704 | $6,174+24.8% | $6,426+19.9% | $3,739+106.1% |
| Admin fee / account holder | $86 | $95-9.5% | $9,284-99.1% | $102-16.4% |