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 |
|---|---|---|
NWPS5 years Service code 15 · EIN 91-2090931 | Recordkeeping | $73,505 |
BRADLEY L. MIDDLETON, PC3 years Filed as: BRADLEY L MIDDLETON, PC Service code 29 · EIN 93-1215960 | Legal | $31,009 |
MIDDLETON & COMPANY, CPA, PC3 years Filed as: MIDDLETON & CO CPA PC Service code 10 · EIN 93-0809066 | Accounting | $25,000 |
MASONRY INDUSTRY TRUST ADMIN.10+ years Service code 14 · EIN 93-1144705 | Plan Administrator | $23,355 |
SCOTT CAPITAL ADVISORS4 years Service code 26 · EIN 84-4636104 707 SW WASHINGTON ST · PORTLAND, OR 97205 | Advisory (Participants) | $18,000 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB BANK Service code 15 · EIN 42-1558009 | Recordkeeping | $13,072 |
AMERICAN REALTY ADVISORS1 year Filed as: MARKEL AMERICAN INS. CO. Service code 23 · EIN 54-1398877 | Other insurance fees and expenses; In... | $12,257 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,002 | $241,101-89.2% | $103,333-74.8% | $199,593-87.0% |
| Participation rate | 82.8% | 78.3%+4.5pp | 74.5%+8.3pp | 72.0%+10.8pp |
| Annual return | 14.20% | 17.80%-3.6pp | 24.88%-10.7pp | 34.25%-20.0pp |
| Employer contribution / active EE | $1,592 | $4,244-62.5% | $3,868-58.8% | $3,034-47.5% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $137 | $288-52.5% | $8,355-98.4% | $269-49.2% |