See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: REGENCY INVESTMENT ADVISORS, INC. Service code 26 · EIN 77-0344391 1312 W HERNDON, SUITE 101 · FRESNO, CA 93711 | Advisory (Participants) | $16,683 |
Service code 13 · EIN 87-0364490 7090 S UNION PARK AVENUE, SUITE 650 · SALT LAKE CITY, UT 84047 | Contract Administrator | $1,380 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,749 | $47,977-46.3% | $154,107-83.3% | $56,287-54.3% |
| Participation rate | 76.2% | 66.2%+10.1pp | 83.0%-6.8pp | 69.9%+6.4pp |
| Annual return | 8.39% | 3.54%+4.9pp | 735.12%-726.7pp | -9.96%+18.3pp |
| Employer contribution / active EE | $1,316 | $2,169-39.3% | $5,298-75.2% | $2,111-37.6% |
| Participant deferral / active EE | $1,217 | $2,392-49.1% | $5,081-76.0% | $3,350-63.7% |
| Admin fee / account holder | $160 | $438-63.5% | $13,411-98.8% | $521-69.3% |