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 |
|---|---|---|
TRI-AD ACTUARIES, INC.2 years Filed as: TRI-QUEST INVESTMENT ADVISORS Service code 27 7946 N MAPLE AVENUE #113 · FRESNO, CA 93720 | Advisory (Plan) | $53,559 |
R-TECH CONSULTANTS, INC.1 year Service code 99 21331 COSTANSO STREET · WOODLAND HILLS, CA 91364 | Other Fees | $15,220 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 13 · EIN 52-1714114 | Contract Administrator | $10,475 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,757 | $129,021-76.9% | $184,203-83.8% | $77,643-61.7% |
| Participation rate | 95.1% | 87.3%+7.8pp | 86.8%+8.3pp | 70.6%+24.5pp |
| Annual return | 15.65% | 33.27%-17.6pp | 28.81%-13.2pp | 31.24%-15.6pp |
| Employer contribution / active EE | $3,256 | $4,413-26.2% | $6,427-49.3% | $2,726+19.4% |
| Participant deferral / active EE | $7,729 | $7,297+5.9% | $9,131-15.4% | $4,647+66.3% |
| Admin fee / account holder | $254 | $254-0.1% | $13,901-98.2% | $430-41.1% |