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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.
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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 |
|---|---|---|
Service code 27 200 N. SEPULVEDA BLVD SUITE 1300 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $78,610 |
CONRAD SIEGEL6 years Service code 14 · EIN 23-1669823 | Plan Administrator | $20,170 |
Filed as: KRONICK, KALADA, BERDY Service code 10 · EIN 23-2667890 | Accounting | $8,000 |
BLACKROCK2 years Filed as: BLACKROCK ADVISORS LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND COMPANY Service code 28 · EIN 95-1411037 | Investment Management | $0 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 28 | Investment Management | $0 |
COLUMBIA2 years Filed as: COLUMBIA MANGMT INVESTMENT ADVISORS Service code 28 P.O. BOX 8081 · BOSTON, MA 022668081 | Investment Management | $0 |
COLUMBIA2 years Filed as: COLUMBIA MGMT INVESTMENT ADVISERS L Service code 28 · EIN 93-0577450 | Investment Management | $0 |
Filed as: DUNHAM & ASSOCIATES INVMT COUNSEL I Service code 28 | Investment Management | $0 |
Service code 28 10251 VISTA SORRENTO PARKWAY · SAN DIEGO, CA 92121 | Investment Management | $0 |
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 | $61,944 | $76,670-19.2% | $96,683-35.9% | $71,457-13.3% |
| Participation rate | 91.7% | 66.6%+25.1pp | 74.3%+17.3pp | 67.9%+23.7pp |
| Annual return | 20.57% | 48.29%-27.7pp | 35.69%-15.1pp | 28.85%-8.3pp |
| Employer contribution / active EE | $6,389 | $3,031+110.8% | $3,737+71.0% | $2,588+146.9% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $406 | $2,028-80.0% | $6,730-94.0% | $1,587-74.4% |