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 |
|---|---|---|
Filed as: BEACON POINTE ADVISORS, LLC Service code 26 · EIN 68-0488677 24 CORPORATE PLAZA D · NEWPORT BEACH, CA 92660 | Advisory (Participants) | $838 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,416 | $67,606-53.5% | $82,313-61.8% | $70,131-55.2% |
| Participation rate | 50.5% | 72.8%-22.2pp | 76.9%-26.4pp | 69.5%-19.0pp |
| Annual return | 13.98% | 21.57%-7.6pp | 25.88%-11.9pp | 73.14%-59.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,547 | $2,987-48.2% | $3,706-58.3% | $3,332-53.6% |
| Admin fee / account holder | $10 | $4,512-99.8% | $5,608-99.8% | $4,645-99.8% |