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 4-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 | $42,186 |
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 | $45,523 | $106,028-57.1% | $146,958-69.0% | $77,643-41.4% |
| Participation rate | 86.9% | 78.4%+8.5pp | 82.2%+4.7pp | 70.6%+16.3pp |
| Annual return | 40.66% | 56.73%-16.1pp | 418.34%-377.7pp | 31.24%+9.4pp |
| Employer contribution / active EE | $5,884 | $4,063+44.8% | $4,933+19.3% | $2,726+115.8% |
| Participant deferral / active EE | $12,032 | $7,990+50.6% | $8,070+49.1% | $4,647+158.9% |
| Admin fee / account holder | $158 | $337-53.2% | $12,998-98.8% | $430-63.3% |