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 8-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 |
|---|---|---|
Filed as: PENSION PROFIT SHARING SERVICES Service code 13 5212 KATELLA AVE · LOS ALAMITOS, CA 907206833 | Contract Administrator | $7,776 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,713 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,346 | $54,517-48.0% | $75,972-62.7% | $74,495-61.9% |
| Participation rate | 54.4% | 60.3%-5.9pp | 69.1%-14.6pp | 67.2%-12.8pp |
| Annual return | 12.98% | 31.82%-18.8pp | 359.55%-346.6pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $1,090 | $1,777-38.7% | $2,685-59.4% | $2,623-58.4% |
| Participant deferral / active EE | $2,631 | $3,066-14.2% | $4,255-38.2% | $4,346-39.5% |
| Admin fee / account holder | $7 | $2,229-99.7% | $6,467-99.9% | $1,942-99.6% |