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 |
|---|---|---|
ARNERICH MASSENA1+ years Filed as: ARNERICH MESSINA Service code 26 · EIN 93-1119723 | Advisory (Participants) | $36,000 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $23,746 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 91-1737782 | Securities Custodian | $8,577 |
RAIN CAPITAL MANAGEMENT LLC1+ years Service code 26 · EIN 45-3533602 | Advisory (Participants) | $6,429 |
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 | $194,126 | $70,667+174.7% | $123,104+57.7% | $52,331+271.0% |
| Participation rate | 98.5% | 83.7%+14.8pp | 86.8%+11.7pp | 68.1%+30.4pp |
| Annual return | -0.90% | 6.23%-7.1pp | 13.22%-14.1pp | 4.54%-5.4pp |
| Employer contribution / active EE | $3,714 | $2,946+26.1% | $5,151-27.9% | $1,882+97.4% |
| Participant deferral / active EE | $9,344 | $4,493+108.0% | $6,230+50.0% | $3,022+209.2% |
| Admin fee / account holder | $248 | $506-51.0% | $9,015-97.2% | $592-58.0% |