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 |
|---|---|---|
CONCENTRUM WEALTH MANAGEMENT2 years Service code 27 353 PIERCY RD · SAN JOSE, CA 95138 | Advisory (Plan) | $23,313 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,801 |
NICHOLAS PENSION CONSULTANTS2 years Filed as: NICHOLAS PENSION CONSULTANTS, INC. Service code 13 10933 TRADE CENTER DRIVE, SUITE 100 · RANCHO CORDOVA, CA 95670 | Contract Administrator | $6,079 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,683 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,354 | $92,055-45.3% | $106,213-52.6% | $77,643-35.1% |
| Participation rate | 56.2% | 81.0%-24.9pp | 75.3%-19.1pp | 70.6%-14.4pp |
| Annual return | 12.60% | 17.91%-5.3pp | 116.14%-103.5pp | 31.24%-18.6pp |
| Employer contribution / active EE | $1,735 | $3,367-48.5% | $3,171-45.3% | $2,726-36.3% |
| Participant deferral / active EE | $3,652 | $5,386-32.2% | $5,016-27.2% | $4,647-21.4% |
| Admin fee / account holder | $169 | $219-22.6% | $11,033-98.5% | $430-60.6% |