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 49 3451 VIA MONTEBELLO · CARLSBAD, CA 92009 | Other Services | $16,898 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,538 | $55,415-37.7% | $155,509-77.8% | $74,495-53.6% |
| Participation rate | 73.6% | 61.9%+11.7pp | 78.2%-4.6pp | 67.2%+6.4pp |
| Annual return | 20.34% | 268.50%-248.2pp | 64.67%-44.3pp | 1364.94%-1344.6pp |
| Employer contribution / active EE | $2,951 | $2,267+30.1% | $4,672-36.9% | $2,623+12.5% |
| Participant deferral / active EE | $4,068 | $2,836+43.4% | $5,626-27.7% | $4,346-6.4% |
| Admin fee / account holder | $162 | $1,738-90.7% | $15,912-99.0% | $1,942-91.7% |