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 |
|---|---|---|
DAN DARCHUCK5 years Service code 27 · EIN 27-1265090 30 RAGSDALE DR. SUITE 100 · MONTEREY, CA 939407811 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $95,655 | $78,672+21.6% | $109,143-12.4% | $85,850+11.4% |
| Participation rate | 97.8% | 68.3%+29.6pp | 75.9%+22.0pp | 69.3%+28.5pp |
| Annual return | 38.06% | 25.09%+13.0pp | 25.75%+12.3pp | 318.53%-280.5pp |
| Employer contribution / active EE | $9,843 | $2,735+259.9% | $3,722+164.5% | $2,565+283.7% |
| Participant deferral / active EE | $4,999 | $3,467+44.2% | $4,653+7.4% | $3,952+26.5% |
| Admin fee / account holder | $321 | $5,469-94.1% | $6,752-95.2% | $6,260-94.9% |