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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 LLC3+ years Service code 15 · EIN 92-2692944 2300 CONTRA COSTA BLVD., SUITE 400 · PLEASANT HILL, CA 94523 | Recordkeeping | $25,810 |
PENSION DYNAMICS SECURITIES CORP3+ 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.3+ 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 | $76,459 | $69,305+10.3% | $82,313-7.1% | $69,631+9.8% |
| Participation rate | 57.4% | 80.3%-22.9pp | 76.9%-19.5pp | 70.7%-13.3pp |
| Annual return | 17.61% | 21.47%-3.9pp | 25.88%-8.3pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $1,613 | $1,887-14.5% | $2,428-33.6% | $2,032-20.6% |
| Participant deferral / active EE | $5,474 | $3,568+53.4% | $3,706+47.7% | $3,224+69.8% |
| Admin fee / account holder | $68 | $97-29.9% | $5,608-98.8% | $110-38.3% |