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 |
|---|---|---|
Service code 13 · EIN 47-4307706 300 MONTGOMERY ST, SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $21,120 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,504 | $101,317-31.4% | $146,958-52.7% | $74,495-6.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 21.35% | 8730.91%-8709.6pp | 418.34%-397.0pp | 1364.94%-1343.6pp |
| Employer contribution / active EE | $4,021 | $3,810+5.5% | $4,933-18.5% | $2,623+53.3% |
| Participant deferral / active EE | $11,916 | $7,303+63.2% | $8,070+47.7% | $4,346+174.2% |
| Admin fee / account holder | $113 | $1,739-93.5% | $12,998-99.1% | $1,942-94.2% |