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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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $395,497 |
UBS FINANCIAL SERVICES INC7 years Filed as: UBS FINANCIAL SERICES INC. Service code 28 · EIN 13-2638166 | Investment Management | $98,790 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $632 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $96,440 | $103,282-6.6% | $81,382+18.5% | $99,062-2.6% |
| Participation rate | 92.5% | 73.2%+19.3pp | 69.5%+23.1pp | 71.6%+20.9pp |
| Annual return | 14.33% | 15.11%-0.8pp | 24.73%-10.4pp | 17.66%-3.3pp |
| Employer contribution / active EE | $5,056 | $3,061+65.2% | $2,463+105.3% | $3,262+55.0% |
| Participant deferral / active EE | $4,935 | $4,549+8.5% | $3,883+27.1% | $5,331-7.4% |
| Admin fee / account holder | $50 | $78-36.5% | $5,768-99.1% | $109-54.2% |