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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 |
|---|---|---|
MORNINGSTAR4 years Filed as: MORNINGSTAR INC Service code 28 · EIN 36-3297908 | Investment Management | $66,913 |
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $55,885 |
FIRST NATIONAL BANK OF OMAHA3 years Filed as: FIRST NATIONAL BANK Service code 28 · EIN 47-0259043 | Investment Management | $44,665 |
Filed as: FINANCIAL SERVICES ADVISORY IN Service code 26 · EIN 52-1237957 | Advisory (Participants) | $40,675 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $38,923 |
PRIVATE MANAGEMENT GROUP INC10+ years Service code 26 · EIN 33-0151740 | Advisory (Participants) | $29,241 |
HIGHTOWER ADVISORS LLC7 years Service code 26 · EIN 36-4500709 | Advisory (Participants) | $23,656 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $1,780 |
CHARLES SCHWAB & CO., INC.2 years 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $766,355 | $55,415+1282.9% | $155,509+392.8% | $74,495+928.7% |
| Participation rate | 96.6% | 61.9%+34.7pp | 78.2%+18.4pp | 67.2%+29.4pp |
| Annual return | 18.78% | 268.50%-249.7pp | 64.67%-45.9pp | 1364.94%-1346.2pp |
| Employer contribution / active EE | $39,121 | $2,267+1625.6% | $4,672+737.3% | $2,623+1391.4% |
| Participant deferral / active EE | $22,502 | $2,836+693.4% | $5,626+299.9% | $4,346+417.8% |
| Admin fee / account holder | $1,644 | $1,738-5.4% | $15,912-89.7% | $1,942-15.3% |