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 |
|---|---|---|
BRIDGEWATER3 years Filed as: BRIDGEWATER ADVISORY GROUP Service code 27 · EIN 83-0769376 986 W. ALLUVIAL, SUITE 101 · FRESNO, CA 93711 | Advisory (Plan) | $14,949 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $12,470 |
HICKS PENSION SERVICES2 years Service code 10 · EIN 94-2158860 3459 W. SHAW AVENUE · FRESNO, CA 93711 | Accounting | $2,875 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,554 | $50,199-33.2% | $70,092-52.1% | $66,914-49.9% |
| Participation rate | 76.7% | 66.3%+10.4pp | 70.5%+6.2pp | 69.8%+6.9pp |
| Annual return | -15.16% | -13.85%-1.3pp | 190.73%-205.9pp | 1.58%-16.7pp |
| Employer contribution / active EE | $1,517 | $1,864-18.6% | $2,559-40.7% | $2,544-40.4% |
| Participant deferral / active EE | $3,112 | $3,1120% | $3,849-19.2% | $4,237-26.6% |
| Admin fee / account holder | $246 | $600-59.0% | $6,267-96.1% | $593-58.5% |