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 |
|---|---|---|
REGENCY INVESTMENT ADVISORS7 years Filed as: REGENCY INVESTMENT ADVISORS, INC. Service code 28 · EIN 77-0344391 1312 W HERNDON, SUITE 101 · FRESNO, CA 93711 | Investment Management | $22,933 |
Filed as: PROFESSIONAL CAPITAL SERVICE, LLC Service code 13 · EIN 23-3038464 1801 MARKET SERVICE · PHILADELPHIA, PA 19103 | Contract Administrator | $1,671 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,440 | $55,415-45.1% | $155,509-80.4% | $74,495-59.1% |
| Participation rate | 70.0% | 61.9%+8.1pp | 78.2%-8.2pp | 67.2%+2.8pp |
| Annual return | 12.34% | 268.50%-256.2pp | 64.67%-52.3pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $1,671 | $2,267-26.3% | $4,672-64.2% | $2,623-36.3% |
| Participant deferral / active EE | $1,804 | $2,836-36.4% | $5,626-67.9% | $4,346-58.5% |
| Admin fee / account holder | $172 | $1,738-90.1% | $15,912-98.9% | $1,942-91.1% |