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 |
|---|---|---|
PARALLEL ADVISORS LLC2 years Filed as: PARALLEL ADVISORS, LLC Service code 27 · EIN 20-4420591 | Advisory (Plan) | $34,292 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $26,181 |
NICHOLAS PENSION CONSULTANTS2 years Service code 15 · EIN 27-1186851 | Recordkeeping | $3,085 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $101 |
Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,021 | $64,707+83.9% | $112,228+6.1% | $68,494+73.8% |
| Participation rate | 90.8% | 67.2%+23.7pp | 75.1%+15.8pp | 67.9%+22.9pp |
| Annual return | -13.14% | -11.40%-1.7pp | 27.45%-40.6pp | -7.84%-5.3pp |
| Employer contribution / active EE | $8,287 | $2,746+201.8% | $3,635+128.0% | $2,596+219.2% |
| Participant deferral / active EE | $8,307 | $3,565+133.0% | $4,728+75.7% | $4,027+106.3% |
| Admin fee / account holder | $504 | $5,232-90.4% | $6,410-92.1% | $5,403-90.7% |