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.
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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 |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENT CONSULTING, LLC Service code 31 · EIN 61-0736136 | Named fiduciary | $54,600 |
Service code 49 · EIN 04-1590850 | Other Services | $45,142 |
JF SHEA CO INC1 year Service code 28 · EIN 94-1530032 | Investment Management | $12,952 |
DIMENSIONAL FUND ADVISORS3 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DODGE & COX1 year Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,413 | $41,617-41.3% | $84,611-71.1% | $77,787-68.6% |
| Participation rate | 14.5% | 45.0%-30.5pp | 68.2%-53.7pp | 73.2%-58.7pp |
| Annual return | 20.69% | 24.97%-4.3pp | 258.74%-238.1pp | 32.57%-11.9pp |
| Employer contribution / active EE | $130 | $1,061-87.8% | $2,652-95.1% | $2,504-94.8% |
| Participant deferral / active EE | $609 | $2,129-71.4% | $3,899-84.4% | $3,967-84.7% |
| Admin fee / account holder | $229 | $121+89.7% | $4,912-95.3% | $100+129.3% |