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 |
|---|---|---|
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $22,595 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $12,825 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $150,533 | $109,359+37.7% | $162,163-7.2% | $72,985+106.3% |
| Participation rate | 82.5% | 84.3%-1.8pp | 87.6%-5.1pp | 69.5%+13.0pp |
| Annual return | 24.83% | 25.46%-0.6pp | 115.59%-90.8pp | 81.00%-56.2pp |
| Employer contribution / active EE | $1,847 | $3,907-52.7% | $5,614-67.1% | $2,440-24.3% |
| Participant deferral / active EE | $12,707 | $5,481+131.8% | $7,298+74.1% | $3,607+252.2% |
| Admin fee / account holder | $347 | $7,972-95.6% | $10,843-96.8% | $5,124-93.2% |