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 |
|---|---|---|
PENSION DYNAMICS COMPANY LLC5+ years Service code 15 · EIN 92-2692944 2300 CONTRA COSTA BLVD., SUITE 400 · PLEASANT HILL, CA 94523 | Recordkeeping | $50,605 |
PENSION DYNAMICS SECURITIES CORP5+ 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.5+ 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 | $77,250 | $73,404+5.2% | $87,100-11.3% | $67,579+14.3% |
| Participation rate | 63.4% | 80.9%-17.4pp | 76.9%-13.4pp | 71.3%-7.9pp |
| Annual return | 22.47% | 48.29%-25.8pp | 28.19%-5.7pp | 378.56%-356.1pp |
| Employer contribution / active EE | $1,521 | $2,014-24.5% | $2,521-39.7% | $2,148-29.2% |
| Participant deferral / active EE | $5,447 | $3,913+39.2% | $4,049+34.5% | $3,539+53.9% |
| Admin fee / account holder | $100 | $142-29.4% | $7,497-98.7% | $142-29.7% |