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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 PARTNERS2 years Service code 17 11601 WILSHIRE BOULEVARD · LOS ANGELES, CA 90025 | Pension Consulting | $56,292 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 · EIN 42-1558009 | Direct payment from the plan; Shareho... | $6,518 |
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 | $118,066 | $58,512+101.8% | $84,015+40.5% | $72,985+61.8% |
| Participation rate | 80.6% | 61.2%+19.4pp | 69.0%+11.6pp | 69.5%+11.1pp |
| Annual return | 21.75% | 28.93%-7.2pp | 71.31%-49.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $1,661 | $1,163+42.8% | $1,983-16.2% | $2,440-31.9% |
| Participant deferral / active EE | $2,178 | $2,394-9.0% | $3,239-32.8% | $3,607-39.6% |
| Admin fee / account holder | $624 | $4,569-86.4% | $6,101-89.8% | $5,124-87.8% |