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 JANKS3 years Filed as: GREEN RETIREMENT, INC Service code 27 909 MARINA VILLAGE PARKWAY · ALAMEDA, CA 94501 | Advisory (Plan) | $33,501 |
Filed as: RETIREMENT PLAN CONSULTANTS Service code 15 125 S 4TH STREET · NORFOLK, NE 68701 | Recordkeeping | $21,621 |
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 | $73,365 | $35,986+103.9% | $77,482-5.3% | $73,488-0.2% |
| Participation rate | 87.7% | 40.8%+46.9pp | 54.2%+33.5pp | 70.7%+17.0pp |
| Annual return | 20.09% | 19.26%+0.8pp | 54.79%-34.7pp | 28.51%-8.4pp |
| Employer contribution / active EE | $0 | $557-100.0% | $986-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,361 | $1,198+431.2% | $1,861+241.8% | $3,740+70.1% |
| Admin fee / account holder | $410 | $466-12.1% | $2,858-85.7% | $513-20.2% |