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 |
|---|---|---|
BENESYS, INC.3 years Service code 14 · EIN 38-2383171 | Plan Administrator | $392,590 |
WITHUMSMITH+BROWN, PC3 years Filed as: WITHUM, SMITH & BROWN Service code 10 · EIN 22-2027092 | Accounting | $126,117 |
US BANK2 years Filed as: US BANK, N.A. Service code 49 · EIN 31-0841368 | Other Services | $71,312 |
MEREDITH J. SESSER3 years Filed as: MEREDITH SESSER Service code 29 16030 VENTURA BLVD STE 320 · ENCINO, CA 91436 | Legal | $27,563 |
JEFF BARNES1 year Filed as: JEFF EATCHEL Service code 20 3737 CAMINO DEL RIO S STE 300 · SAN DIEGO, CA 92108 | Trustee (individual) | $17,400 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $16,400 |
Filed as: PENSION FUND EVALUATIONS Service code 27 · EIN 11-2503982 | Advisory (Plan) | $13,500 |
KENNEDY LAW FIRM3 years Service code 29 · EIN 82-4975249 | Legal | $12,598 |
Filed as: MICHAEL SNYDER Service code 20 3737 CAMINO DEL RIO S STE 300 · SAN DIEGO, CA 92108 | Trustee (individual) | $11,600 |
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 | $20,393 | $55,331-63.1% | $81,812-75.1% | $199,593-89.8% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 72.0%+28.0pp |
| Annual return | 12.35% | 19.59%-7.2pp | 773.79%-761.4pp | 34.25%-21.9pp |
| Employer contribution / active EE | $420 | $2,101-80.0% | $2,912-85.6% | $3,034-86.1% |
| Participant deferral / active EE | $1,098 | $3,283-66.6% | $4,319-74.6% | $5,087-78.4% |
| Admin fee / account holder | $234 | $346-32.2% | $7,386-96.8% | $269-12.8% |