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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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $99,410 |
MMA SECURITIES LLC5+ years Filed as: MMC SECURITIES CORPORATION Service code 28 · EIN 06-1685865 | Investment Management | $20,194 |
Service code 10 · EIN 77-0573994 | Accounting | $9,936 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT Service code 26 · EIN 30-0282430 | Advisory (Participants) | $6,731 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $642 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO. INC AND AFFILI Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,063 | $55,790+7.7% | $76,817-21.8% | $67,579-11.1% |
| Participation rate | 92.6% | 71.1%+21.5pp | 72.1%+20.6pp | 71.3%+21.4pp |
| Annual return | 23.94% | 64.45%-40.5pp | 1166.11%-1142.2pp | 378.56%-354.6pp |
| Employer contribution / active EE | $3,961 | $1,810+118.8% | $2,302+72.0% | $2,148+84.4% |
| Participant deferral / active EE | $4,693 | $2,875+63.2% | $3,336+40.7% | $3,539+32.6% |
| Admin fee / account holder | $131 | $159-17.8% | $6,420-98.0% | $142-8.1% |