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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.
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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 |
|---|---|---|
PENSION DYNAMICS COMPANY LLC2+ years Service code 15 · EIN 92-2692944 2300 CONTRA COSTA BLVD., SUITE 400 · PLEASANT HILL, CA 94523 | Recordkeeping | $21,559 |
PENSION DYNAMICS SECURITIES CORP2+ years Service code 33 · EIN 68-0440732 2300 CONTRA COSTA BLVD., SUITE 400 · PLEASANT HILL, CA 94523 | Securities brokerage | $0 |
WELLS FARGO BANK, N.A.2+ years Service code 19 · EIN 94-1347393 1525 WEST WT HARRIS BLVD., 3C5 · CHARLOTTE, NC 28288 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $69,597 | $63,905+8.9% | $74,183-6.2% | $57,658+20.7% |
| Participation rate | 60.0% | 79.8%-19.7pp | 76.6%-16.6pp | 70.2%-10.2pp |
| Annual return | 8.57% | 60.60%-52.0pp | 17.74%-9.2pp | 5.13%+3.4pp |
| Employer contribution / active EE | $1,596 | $1,840-13.3% | $2,370-32.7% | $1,974-19.2% |
| Participant deferral / active EE | $5,438 | $3,448+57.7% | $3,550+53.2% | $3,061+77.7% |
| Admin fee / account holder | $69 | $91-24.4% | $5,586-98.8% | $95-27.1% |