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 |
|---|---|---|
GREEN HASSON JANKS1 year Filed as: GREEN RETIREMENT, INC Service code 27 909 MARINA VILLAGE PARKWAY · ALAMEDA, CA 94501 | Advisory (Plan) | $26,433 |
Filed as: RETIREMENT PLAN CONSULTANTS Service code 15 125 S 4TH STREET · NORFOLK, NE 68701 | Recordkeeping | $17,430 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $51,181 | $28,109+82.1% | $71,086-28.0% | $56,287-9.1% |
| Participation rate | 93.1% | 40.4%+52.7pp | 54.7%+38.5pp | 69.9%+23.3pp |
| Annual return | -6.24% | -615.05%+608.8pp | 650.59%-656.8pp | -9.96%+3.7pp |
| Employer contribution / active EE | $3,316 | $558+494.6% | $1,088+204.8% | $2,111+57.1% |
| Participant deferral / active EE | $6,037 | $1,116+441.1% | $1,874+222.1% | $3,350+80.2% |
| Admin fee / account holder | $366 | $585-37.3% | $3,082-88.1% | $521-29.7% |