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 |
|---|---|---|
Filed as: BIDWELL CONSULTING SERVICES Service code 63 · EIN 20-3039384 3251 ESPLANADE · CHICO, CA 95973 | 12b-1 Fees | $6,900 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $2,305 |
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 | $42,523 | $61,272-30.6% | $149,673-71.6% | $71,457-40.5% |
| Participation rate | 71.3% | 62.5%+8.8pp | 78.8%-7.4pp | 67.9%+3.4pp |
| Annual return | 15.76% | 35.85%-20.1pp | 134.42%-118.7pp | 28.85%-13.1pp |
| Employer contribution / active EE | $2,818 | $2,378+18.5% | $4,818-41.5% | $2,588+8.9% |
| Participant deferral / active EE | $2,658 | $2,917-8.9% | $5,680-53.2% | $4,289-38.0% |
| Admin fee / account holder | $57 | $1,261-95.5% | $13,210-99.6% | $1,587-96.4% |