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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 |
|---|---|---|
CERITY PARTNERS1 year Service code 17 11601 WILSHIRE BOULEVARD · LOS ANGELES, CA 90025 | Pension Consulting | $66,782 |
Service code 12 · EIN 84-1477138 | Recordkeeping and information managem... | $9,259 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 · EIN 42-1558009 | Float revenue; Trustee (directed); Sh... | $6,967 |
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 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 | $101,269 | $59,715+69.6% | $74,550+35.8% | - |
| Participation rate | 79.8% | 60.9%+18.9pp | 69.1%+10.7pp | - |
| Annual return | -5.89% | -10.64%+4.8pp | 32.53%-38.4pp | - |
| Employer contribution / active EE | $1,781 | $725+145.6% | $1,961-9.2% | - |
| Participant deferral / active EE | $2,141 | $2,327-8.0% | $3,108-31.1% | - |
| Admin fee / account holder | $791 | $40,605-98.1% | $5,060-84.4% | - |