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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 |
|---|---|---|
REGENCY INVESTMENT ADVISORS6 years Filed as: REGENCY INVESTMENT ADVISORS, INC. Service code 26 · EIN 77-0344391 1312 W HERNDON, SUITE 101 · FRESNO, CA 93711 | Advisory (Participants) | $20,429 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,559 | $61,272-56.7% | $149,673-82.3% | $71,457-62.8% |
| Participation rate | 84.3% | 62.5%+21.8pp | 78.8%+5.5pp | 67.9%+16.4pp |
| Annual return | 9.18% | 35.85%-26.7pp | 134.42%-125.2pp | 28.85%-19.7pp |
| Employer contribution / active EE | $1,680 | $2,378-29.4% | $4,818-65.1% | $2,588-35.1% |
| Participant deferral / active EE | $1,733 | $2,917-40.6% | $5,680-69.5% | $4,289-59.6% |
| Admin fee / account holder | $151 | $1,261-88.0% | $13,210-98.9% | $1,587-90.5% |