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 · EIN 47-1411118 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $38,217 |
EIDE BAILLY LLP2 years Service code 10 · EIN 95-3654973 P.O. BOX 88678 · MILWAUKEE, WI 53288 | Accounting | $22,414 |
SCP RETIREMENT SERVICES LLC DBA AUI1 year Service code 13 · EIN 87-3868487 30 N. LASALLE ST. STE. 2624 · CHICAGO, IL 60602 | Contract Administrator | $12,024 |
ACTUARIES UNLIMITED, INC.4 years Filed as: ACTUARIES UNLIMITED INC. Service code 13 · EIN 95-3654973 16000 VENTURA BLVD #915 · ENCINO, CA 91436 | Contract Administrator | $3,944 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $90,917 | $109,881-17.3% | $150,045-39.4% | $84,808+7.2% |
| Participation rate | 40.5% | 76.1%-35.5pp | 82.3%-41.8pp | 68.3%-27.8pp |
| Annual return | 12.11% | 28.25%-16.1pp | 62.55%-50.4pp | 40.90%-28.8pp |
| Employer contribution / active EE | $1,065 | $3,561-70.1% | $4,693-77.3% | $2,631-59.5% |
| Participant deferral / active EE | $4,520 | $6,636-31.9% | $7,997-43.5% | $4,212+7.3% |
| Admin fee / account holder | $710 | $8,568-91.7% | $13,435-94.7% | $7,344-90.3% |