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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 LLC4+ years Service code 15 · EIN 92-2692944 2300 CONTRA COSTA BLVD., SUITE 400 · PLEASANT HILL, CA 94523 | Recordkeeping | $39,640 |
PENSION DYNAMICS SECURITIES CORP4+ 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.4+ 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 | $63,716 | $65,118-2.2% | $76,768-17.0% | $55,725+14.3% |
| Participation rate | 57.3% | 79.6%-22.3pp | 77.0%-19.6pp | 70.9%-13.5pp |
| Annual return | -2.44% | -1.27%-1.2pp | 2.43%-4.9pp | 244.93%-247.4pp |
| Employer contribution / active EE | $1,390 | $1,941-28.4% | $2,485-44.1% | $2,078-33.1% |
| Participant deferral / active EE | $4,681 | $3,688+26.9% | $3,852+21.5% | $3,356+39.5% |
| Admin fee / account holder | $82 | $116-29.6% | $6,675-98.8% | $115-29.2% |