See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB Service code 16 CUTLER INVESTMENT COUNSEL LLC · JACKSONVILLE, OR 97530 | Consulting | $162,998 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO Service code 16 LEO WALKER · SAN DIEGO, CA 92121 | Consulting | $94,578 |
CARLSON QUINN5+ years Service code 13 · EIN 94-3210526 | Contract Administrator | $36,879 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 16 MONICA TIMPE · NEWPORT BEACH, CA 92660 | Consulting | $26,012 |
CARLSON QUINN5+ years Filed as: CARLSON QUINN & ASSOCIATES Service code 13 | Contract Administrator | $19,864 |
HARRIS2 years Filed as: HARRIS WEALTH MGMT GROUP Service code 16 7102 NORTH FRESNO STREET · FRESNO, CA 93720 | Consulting | $6,356 |
Filed as: NEW YORK LIFE INS. CO. Service code 50 · EIN 26-2521787 | Direct Payment | $6,244 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 33 · EIN 04-1590850 | Soft dollars commissions; Securities ... | $3,793 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 33 | Other investment fees and expenses; S... | $493 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 33 | Recordkeeping fees; Soft dollars comm... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $381,286 | $89,652+325.3% | $141,162+170.1% | $65,185+484.9% |
| Participation rate | 99.4% | 74.7%+24.7pp | 82.5%+17.0pp | 70.2%+29.2pp |
| Annual return | 20.43% | 32.79%-12.4pp | 71.39%-51.0pp | 29.38%-8.9pp |
| Employer contribution / active EE | $12,447 | $3,065+306.2% | $4,735+162.9% | $2,177+471.9% |
| Participant deferral / active EE | $6,414 | $5,691+12.7% | $6,709-4.4% | $3,514+82.5% |
| Admin fee / account holder | $1,298 | $569+128.3% | $10,261-87.4% | $847+53.2% |