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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 |
|---|---|---|
RANDALL & HURLEY, INC.3 years Service code 17 · EIN 91-1661080 | Pension Consulting | $21,777 |
RBC WEALTH MANAGEMENT4 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $20,563 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $3,933 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,672 | $76,670-18.3% | $96,683-35.2% | $71,457-12.3% |
| Participation rate | 66.0% | 66.6%-0.6pp | 74.3%-8.4pp | 67.9%-1.9pp |
| Annual return | 21.08% | 48.29%-27.2pp | 35.69%-14.6pp | 28.85%-7.8pp |
| Employer contribution / active EE | $2,131 | $3,031-29.7% | $3,737-43.0% | $2,588-17.6% |
| Participant deferral / active EE | $5,056 | $3,771+34.1% | $4,878+3.6% | $4,289+17.9% |
| Admin fee / account holder | $345 | $2,028-83.0% | $6,730-94.9% | $1,587-78.2% |