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 |
|---|---|---|
REGENCY INVESTMENT ADVISORS6 years Service code 26 · EIN 77-7034491 1312 W HERNDON AVE · FRESNO, CA 93711 | Advisory (Participants) | $62,229 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $9,489 |
NATIONWIDE9 years Service code 26 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $2,264 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,174 | $81,248+97.1% | $155,509+3.0% | $80,856+98.1% |
| Participation rate | 77.7% | 66.2%+11.4pp | 78.2%-0.5pp | 67.6%+10.0pp |
| Annual return | 12.85% | 33.31%-20.5pp | 64.67%-51.8pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,158 | $3,100-62.6% | $4,672-75.2% | $2,755-58.0% |
| Participant deferral / active EE | $19,147 | $3,452+454.7% | $5,626+240.3% | $4,296+345.7% |
| Admin fee / account holder | $783 | $7,997-90.2% | $15,912-95.1% | $6,918-88.7% |