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 |
|---|---|---|
401(K) ADVISORS INC2 years Filed as: NI ADVISORS Service code 55 1138 CADILLAC CT · MILPITAS, CA 95035 | Other Commissions | $29,119 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $5,021 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,501 | $82,664-0.2% | $125,339-34.2% | $68,494+20.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -22.14% | -5.97%-16.2pp | 572.05%-594.2pp | -7.84%-14.3pp |
| Employer contribution / active EE | $9,198 | $3,381+172.0% | $4,814+91.1% | $2,596+254.3% |
| Participant deferral / active EE | $17,262 | $6,110+182.5% | $7,446+131.8% | $4,027+328.6% |
| Admin fee / account holder | $36 | $6,275-99.4% | $10,010-99.6% | $5,403-99.3% |