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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 |
|---|---|---|
PENSION ARCHITECTS ADVISORY GROUP3+ years Service code 17 11601 WILSHIRE BOULEVARD · LOS ANGELES, CA 90025 | Pension Consulting | $59,909 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 · EIN 42-1558009 | Custodial (other than securities); In... | $5,292 |
Service code 12 · EIN 84-1477138 | Participant loan processing; Recordke... | $4,406 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $120,137 | $51,466+133.4% | $78,778+52.5% | $62,292+92.9% |
| Participation rate | 81.6% | 59.8%+21.8pp | 69.2%+12.4pp | 69.5%+12.0pp |
| Annual return | 15.39% | 19.96%-4.6pp | 35.62%-20.2pp | 28.90%-13.5pp |
| Employer contribution / active EE | $1,742 | $827+110.6% | $1,986-12.3% | $2,042-14.7% |
| Participant deferral / active EE | $2,198 | $2,147+2.3% | $2,958-25.7% | $3,169-30.7% |
| Admin fee / account holder | $676 | $489+38.1% | $5,134-86.8% | $479+41.0% |