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 27 200 N. SEPULVEDA BLVD SUITE 1300 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $99,134 |
CONRAD SIEGEL4 years Service code 14 · EIN 23-1669823 | Plan Administrator | $17,102 |
Filed as: KRONICK, KALADA, BERDY Service code 10 · EIN 23-2667890 | Accounting | $10,600 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,294 | $77,660-12.1% | $109,143-37.4% | $79,386-14.0% |
| Participation rate | 91.6% | 67.8%+23.8pp | 75.9%+15.7pp | 70.7%+20.9pp |
| Annual return | 36.03% | 23.44%+12.6pp | 25.75%+10.3pp | 116.85%-80.8pp |
| Employer contribution / active EE | $5,931 | $2,797+112.0% | $3,722+59.4% | $2,427+144.3% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $448 | $732-38.8% | $6,752-93.4% | $626-28.4% |