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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 |
|---|---|---|
CORPORATE PENSION CONSULTANTS8+ years Service code 10 · EIN 77-0116716 14125 CAPRI DRIVE, SUITE 9 · LOS GATOS, CA 95032 | Accounting | $79,145 |
SLOY DAHL & HOLST7+ years Filed as: SLOY, DAHL & HOLST, INC. Service code 28 · EIN 93-0989022 829 NW 19TH AVENUE · PORTLAND, OR 97209 | Investment Management | $77,293 |
PLANTE & MORAN, PLLC4 years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 8181 EAST TUFTS AVENUE · DENVER, CO 80237 | Accounting | $25,000 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 2309 GRACY FARMS LN · AUSTIN, TX 78758 | Custodial (other than securities) | $14,454 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,584 | $64,119-5.5% | $112,228-46.0% | $66,914-9.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -33.08% | -13.81%-19.3pp | 27.45%-60.5pp | 1.58%-34.7pp |
| Employer contribution / active EE | $11,341 | $3,005+277.4% | $3,635+212.0% | $2,544+345.8% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $1,004 | $625+60.5% | $6,410-84.3% | $593+69.2% |