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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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $56,317 |
EMERY HOWARD PORTFOLIO MANAGEMENT3 years Filed as: EMERY HOWARD Service code 28 · EIN 94-3383736 | Investment Management | $15,961 |
MONETA GROUP LLC1 year Filed as: MONETA GROUP INVESTMENT ADVISORS LL Service code 28 · EIN 20-1903821 | Investment Management | $14,615 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO Service code 28 · EIN 84-4519624 | Investment Management | $5,009 |
Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $90,474 | $59,159+52.9% | $159,960-43.4% | $66,914+35.2% |
| Participation rate | 90.8% | 68.1%+22.7pp | 78.0%+12.9pp | 69.8%+21.0pp |
| Annual return | -16.35% | -12.26%-4.1pp | 408.60%-425.0pp | 1.58%-17.9pp |
| Employer contribution / active EE | $1,549 | $1,983-21.9% | $4,226-63.3% | $2,544-39.1% |
| Participant deferral / active EE | $5,236 | $4,395+19.2% | $6,182-15.3% | $4,237+23.6% |
| Admin fee / account holder | $547 | $591-7.4% | $8,698-93.7% | $593-7.8% |