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 |
|---|---|---|
PRUNEYARD FINANCIAL GROUP, INC.5+ years Service code 26 · EIN 77-0445521 1999 S BASCOM AVE, SUITE 990 · CAMPBELL, CA 95008 | Advisory (Participants) | $119,447 |
PLAN DESIGN CONSULTANTS, INC.5+ years Service code 13 · EIN 94-2936206 1111 TRITON DRIVE · FOSTER CITY, CA 94404 | Contract Administrator | $59,751 |
NATIONWIDE5+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $27,937 |
Filed as: KESTRA INVESTMENT SERVICES, Service code 27 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Advisory (Plan) | $0 |
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 | $30,704 | $53,911-43.0% | $130,648-76.5% | $77,787-60.5% |
| Participation rate | 98.5% | 60.2%+38.3pp | 71.7%+26.7pp | 73.2%+25.3pp |
| Annual return | 19.03% | 21.93%-2.9pp | 1708.96%-1689.9pp | 32.57%-13.5pp |
| Employer contribution / active EE | $1,301 | $1,826-28.8% | $4,092-68.2% | $2,504-48.1% |
| Participant deferral / active EE | $2,468 | $2,288+7.9% | $3,603-31.5% | $3,967-37.8% |
| Admin fee / account holder | $148 | $129+14.7% | $5,464-97.3% | $100+47.5% |