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 |
|---|---|---|
TRI-AD ACTUARIES, INC.6+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $47,384 |
TRI-AD ACTUARIES, INC.5 years Filed as: TRI-AD CAPITAL MGMT Service code 27 221 WEST CREST ST. STE. 300 · ESCONDIDO, CA 92025 | Advisory (Plan) | $19,694 |
BEXTIL ACCOUNTING1 year Service code 10 410 SORRENTO VALLEY BLVD, STE 400 · SAN DIEGO, CA 92121 | Accounting | $9,850 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $5,852 |
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 | $22,644 | $51,288-55.9% | $81,983-72.4% | $73,409-69.2% |
| Participation rate | 91.6% | 64.0%+27.6pp | 69.2%+22.4pp | 72.2%+19.4pp |
| Annual return | 13.29% | 29.48%-16.2pp | 41.31%-28.0pp | 59.29%-46.0pp |
| Employer contribution / active EE | $559 | $1,487-62.4% | $2,498-77.6% | $2,234-75.0% |
| Participant deferral / active EE | $1,460 | $2,715-46.2% | $3,722-60.8% | $3,805-61.6% |
| Admin fee / account holder | $206 | $125+64.7% | $5,664-96.4% | $158+30.7% |