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 |
|---|---|---|
HAYASHI & WAYLAND3 years Service code 99 1188 PADRE DRIVE · SALINAS, CA 93901 | Other Fees | $13,750 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,158 |
QUINTES ADM. AND INSURANCE2 years Filed as: QUINTES FINANCIAL SERVICES Service code 27 1961 MAIN STREET · WATSONVILLE, CA 95076 | Advisory (Plan) | $9,980 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,222 | $59,159-62.4% | $159,960-86.1% | $66,914-66.8% |
| Participation rate | 70.8% | 68.1%+2.6pp | 78.0%-7.2pp | 69.8%+1.0pp |
| Annual return | -13.78% | -12.26%-1.5pp | 408.60%-422.4pp | 1.58%-15.4pp |
| Employer contribution / active EE | $1,472 | $1,983-25.8% | $4,226-65.2% | $2,544-42.2% |
| Participant deferral / active EE | $2,461 | $4,395-44.0% | $6,182-60.2% | $4,237-41.9% |
| Admin fee / account holder | $229 | $591-61.2% | $8,698-97.4% | $593-61.3% |