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 | $48,691 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,436 | $64,612-62.2% | $86,436-71.7% | $64,808-62.3% |
| Participation rate | 93.3% | 81.5%+11.8pp | 80.3%+12.9pp | 71.5%+21.8pp |
| Annual return | -8.71% | 0.66%-9.4pp | 4394.89%-4403.6pp | 32.82%-41.5pp |
| Employer contribution / active EE | $0 | $2,744-100.0% | $3,769-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $13,582 | $7,497+81.2% | $6,952+95.4% | $4,310+215.1% |
| Admin fee / account holder | $115 | $169-31.9% | $6,731-98.3% | $188-38.7% |