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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.
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 15 · EIN 13-3689044 | Recordkeeping | $21,618 |
GERBER LLC1 year Filed as: GERBER KAWASAKI Service code 27 · EIN 27-2274173 | Advisory (Plan) | $14,759 |
RPA FINANCIAL LLC1 year Service code 27 | Advisory (Plan) | $3,002 |
HICKS PENSION SERVICES1 year Filed as: HICKS PENSION SERVICES - SANLUISOBI Service code 15 | Recordkeeping | $1,250 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $21 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,715 | $176,811-74.7% | $146,958-69.6% | - |
| Participation rate | 86.9% | 76.9%+10.0pp | 82.2%+4.7pp | - |
| Annual return | 16.25% | 11.56%+4.7pp | 418.34%-402.1pp | - |
| Employer contribution / active EE | $0 | $3,294-100.0% | $4,933-100.0% | - |
| Participant deferral / active EE | $8,708 | $6,900+26.2% | $8,070+7.9% | - |
| Admin fee / account holder | $281 | $27,451-99.0% | $12,998-97.8% | - |