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 |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $17,607 |
QUINTES ADM. AND INSURANCE4 years Filed as: QUINTES ADMINISTRATIVE AND INS SVCS Service code 49 1961 MAIN STREET · WATSONVILLE, CA 95076 | Other Services | $9,291 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $97,772 | $101,317-3.5% | $146,958-33.5% | $74,495+31.2% |
| Participation rate | 77.4% | 75.5%+1.8pp | 82.2%-4.8pp | 67.2%+10.2pp |
| Annual return | 12.75% | 8730.91%-8718.2pp | 418.34%-405.6pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $1,672 | $3,810-56.1% | $4,933-66.1% | $2,623-36.3% |
| Participant deferral / active EE | $9,908 | $7,303+35.7% | $8,070+22.8% | $4,346+128.0% |
| Admin fee / account holder | $48 | $1,739-97.2% | $12,998-99.6% | $1,942-97.5% |