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 27 70 SOUTH LAKE AVE · PASADENA, CA 91101 | Advisory (Plan) | $35,113 |
BRINKER CAPITAL3 years Filed as: BRINKER CAPTIAL INVESTMENTS Service code 26 17605 WRIGHT ST · OMAHA, NE 68130 | Advisory (Participants) | $26,649 |
NATIONWIDE10+ years Service code 26 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $15,445 |
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLANS, INC. Service code 13 16924 FRANCES STREET · OMAHA, NE 681302357 | Contract Administrator | $9,178 |
Filed as: WESTERN INTERNATIONAL SECURITES Service code 27 70 SOUTH LAKE AVE · PASADENA, CA 91101 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $139,067 | $79,171+75.7% | $102,423+35.8% | $74,495+86.7% |
| Participation rate | 93.3% | 74.8%+18.5pp | 76.5%+16.8pp | 67.2%+26.1pp |
| Annual return | 10.63% | 54.93%-44.3pp | 29.32%-18.7pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $2,880 | $2,362+21.9% | $3,023-4.7% | $2,623+9.8% |
| Participant deferral / active EE | $6,625 | $4,415+50.0% | $5,053+31.1% | $4,346+52.4% |
| Admin fee / account holder | $47 | $2,001-97.7% | $9,451-99.5% | $1,942-97.6% |