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 |
|---|---|---|
Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $33,319 |
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 | $26,893 | $58,320-53.9% | $86,436-68.9% | $66,914-59.8% |
| Participation rate | 77.6% | 78.6%-1.0pp | 80.3%-2.7pp | 69.8%+7.8pp |
| Annual return | -13.32% | -9.71%-3.6pp | 4394.89%-4408.2pp | 1.58%-14.9pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $10,682 | $6,899+54.8% | $6,952+53.7% | $4,237+152.1% |
| Admin fee / account holder | $132 | $546-75.8% | $6,731-98.0% | $593-77.7% |