See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
MILLIMAN, INC.5+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $39,469 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $24,796 |
CHARLES SCHWAB & CO., INC.5+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
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 | $66,098 | $72,658-9.0% | $127,761-48.3% | $67,579-2.2% |
| Participation rate | 96.7% | 80.0%+16.7pp | 79.0%+17.7pp | 71.3%+25.4pp |
| Annual return | 21.89% | 26.49%-4.6pp | 26.14%-4.2pp | 378.56%-356.7pp |
| Employer contribution / active EE | $4,338 | $3,988+8.8% | $4,574-5.2% | $2,148+102.0% |
| Participant deferral / active EE | $5,276 | $5,383-2.0% | $6,021-12.4% | $3,539+49.1% |
| Admin fee / account holder | $66 | $127-47.8% | $9,395-99.3% | $142-53.4% |