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 9-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 |
|---|---|---|
Service code 13 · EIN 47-4307706 300 MONTGOMERY ST, SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $33,178 |
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 | $47,615 | $79,013-39.7% | $100,391-52.6% | $74,495-36.1% |
| Participation rate | 93.5% | 79.5%+14.0pp | 81.5%+12.0pp | 67.2%+26.3pp |
| Annual return | 34.34% | 20.41%+13.9pp | 49.20%-14.9pp | 1364.94%-1330.6pp |
| Employer contribution / active EE | $5,454 | $3,021+80.5% | $3,942+38.4% | $2,623+107.9% |
| Participant deferral / active EE | $14,503 | $7,760+86.9% | $8,082+79.5% | $4,346+233.7% |
| Admin fee / account holder | $142 | $1,320-89.3% | $7,899-98.2% | $1,942-92.7% |