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: CAPITAL PLANNING ADVISORS, LLC Service code 26 · EIN 46-2502263 1420 ROCKY RIDGE DR STE 140 · ROSEVILLE, CA 956612834 | Advisory (Participants) | $53,342 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 15 · EIN 04-3157927 4515 PAINTERS MILL RD · OWINGS MILLS, MD 21117 | Recordkeeping | $9,270 |
Filed as: BIDWELL CONSULTING SERVICES, INC Service code 15 · EIN 20-3039384 PO BOX 8150 · CHICO, CA 959278150 | Recordkeeping | $8,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,761 | $81,460+27.4% | $103,333+0.4% | $80,856+28.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.65% | 25.55%-14.9pp | 24.88%-14.2pp | 35.59%-24.9pp |
| Employer contribution / active EE | $9,497 | $3,105+205.8% | $3,868+145.5% | $2,755+244.7% |
| Participant deferral / active EE | $9,491 | $3,869+145.3% | $5,057+87.7% | $4,296+120.9% |
| Admin fee / account holder | $583 | $6,566-91.1% | $8,355-93.0% | $6,918-91.6% |