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 |
|---|---|---|
MARIN FINANCIAL ADVISORS6+ years Service code 27 · EIN 38-3718954 | Advisory (Plan) | $55,271 |
JURIKA MILLS & KEIFER LLC3 years Service code 51 · EIN 05-0559462 | Investment Mgmt Fees | $53,860 |
WETHERBY ASSET MANAGEMENT3 years Service code 51 · EIN 94-3112753 | Investment Mgmt Fees | $35,952 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $14,036 |
MILLIMAN, INC.6+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $13,759 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO., INC Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $638,009 | $99,957+538.3% | $149,696+326.2% | $73,488+768.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 18.34% | 53.87%-35.5pp | 276.60%-258.3pp | 28.51%-10.2pp |
| Employer contribution / active EE | $16,942 | $3,191+430.9% | $4,644+264.8% | $2,270+646.3% |
| Participant deferral / active EE | $14,411 | $6,073+137.3% | $6,842+110.6% | $3,740+285.4% |
| Admin fee / account holder | $1,067 | $551+93.8% | $9,309-88.5% | $513+108.0% |