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 |
|---|---|---|
FRANK RIMERMAN & CO LLP3+ years Filed as: FRANK, RIMERMAN & CO LLP Service code 10 1801 PAGE MILL ROAD · PALO ALTO, CA 94304 | Accounting | $12,075 |
GLOBAL RETIREMENT PARTNERS LLC3+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $11,783 |
JPMORGAN INVEST HOLDINGS LLC3+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $9,871 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $3,403 |
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 | $93,529 | $59,535+57.1% | $90,160+3.7% | $62,292+50.1% |
| Participation rate | 80.2% | 73.0%+7.1pp | 76.9%+3.3pp | 69.5%+10.7pp |
| Annual return | 17.77% | 23.53%-5.8pp | 34.88%-17.1pp | 28.90%-11.1pp |
| Employer contribution / active EE | $3,375 | $1,826+84.8% | $3,318+1.7% | $2,042+65.2% |
| Participant deferral / active EE | $9,536 | $4,639+105.6% | $5,288+80.4% | $3,169+200.9% |
| Admin fee / account holder | $269 | $337-20.2% | $5,943-95.5% | $479-43.9% |