See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,628 |
SAN DIEGO PENSION CONSULTANTS2+ years Filed as: SAN DIEGO PENSION CONSULTANTS, INC. Service code 13 5628 COPLEY DRIVE · SAN DIEGO, CA 92111 | Contract Administrator | $1,080 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $33,291 | $51,244-35.0% | $80,975-58.9% | $55,167-39.7% |
| Participation rate | 34.8% | 71.7%-36.9pp | 75.8%-41.0pp | 69.0%-34.2pp |
| Annual return | 7.42% | 17.39%-10.0pp | 17.10%-9.7pp | 169.23%-161.8pp |
| Employer contribution / active EE | $971 | $1,770-45.2% | $3,714-73.9% | $1,963-50.5% |
| Participant deferral / active EE | $1,762 | $4,418-60.1% | $5,696-69.1% | $3,054-42.3% |
| Admin fee / account holder | $190 | $398-52.4% | $5,516-96.6% | $504-62.4% |