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 |
|---|---|---|
THREE BELL CAPITAL LLC1 year Service code 27 4 MAIN STREET · LOS ALTOS, CA 94022 | Advisory (Plan) | $17,978 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,531 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,023 | $99,957-67.0% | $149,696-77.9% | $73,488-55.1% |
| Participation rate | 96.1% | 75.7%+20.4pp | 82.5%+13.6pp | 70.7%+25.4pp |
| Annual return | 45.70% | 53.87%-8.2pp | 276.60%-230.9pp | 28.51%+17.2pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $12,056 | $6,073+98.5% | $6,842+76.2% | $3,740+222.4% |
| Admin fee / account holder | $55 | $551-90.0% | $9,309-99.4% | $513-89.3% |