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 |
|---|---|---|
RELIANCE TRUST COMPANY2 years Service code 19 · EIN 58-1428634 | Securities Custodian | $39,287 |
MILLER KAPLAN ARASE LLP3+ years Filed as: MILLER KAPLAN ARASE, LLP Service code 10 · EIN 95-2036255 | Accounting | $27,302 |
Filed as: BROAD & GUZMAN LLP Service code 24 1127 11TH STREET · SACRAMENTO, CA 95514 | Discretionary Trustee | $8,225 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,319 | $45,324-44.1% | $122,332-79.3% | $69,631-63.6% |
| Participation rate | 100.0% | 59.9%+40.1pp | 71.6%+28.4pp | 70.7%+29.3pp |
| Annual return | 12.35% | 25.35%-13.0pp | 30.27%-17.9pp | 27571.02%-27558.7pp |
| Employer contribution / active EE | $2,772 | $1,230+125.5% | $4,050-31.6% | $2,032+36.4% |
| Participant deferral / active EE | $0 | $2,367-100.0% | $3,287-100.0% | $3,224-100.0% |
| Admin fee / account holder | $239 | $87+174.3% | $5,478-95.6% | $110+116.1% |