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 |
|---|---|---|
EDWARD JONES2 years Service code 26 2120 GOLDEN HILL RD · PASO ROBLES, CA 93446 | Advisory (Participants) | $9,777 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 15 1 MARKET ST · SAN FRANCISCO, CA 94105 | Recordkeeping | $562 |
HICKS PENSION SERVICES1 year Service code 13 555 CHORRO STREET SUITE C · SAN LUIS OBISPO, CA 93405 | Contract Administrator | $291 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,250 | $62,543-54.8% | $83,333-66.1% | $55,725-49.3% |
| Participation rate | 49.5% | 78.4%-28.9pp | 77.8%-28.3pp | 70.9%-21.4pp |
| Annual return | 479.05% | 14.85%+464.2pp | 10.63%+468.4pp | 244.93%+234.1pp |
| Employer contribution / active EE | $1,015 | $2,427-58.2% | $3,379-70.0% | $2,078-51.2% |
| Participant deferral / active EE | $2,058 | $5,682-63.8% | $5,565-63.0% | $3,356-38.7% |
| Admin fee / account holder | $2 | $103-98.5% | $7,510-100.0% | $115-98.6% |