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 |
|---|---|---|
SEASIDE ADVISORY SERVICES, INC.5+ years Service code 26 · EIN 33-0915734 209 NORTH DITMAR · OCEANSIDE, CA 92054 | Advisory (Participants) | $27,876 |
Filed as: NATIONAL BENEFIT SERVICES LLC Service code 12 · EIN 20-3886993 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 84088 | Recordkeeping fees; Recordkeeping and... | $25,468 |
KORNERSTONE, INC.1 year Service code 26 · EIN 46-4657868 2452 LAKEWEST DRIVE · CHICO, CA 95928 | Advisory (Participants) | $5,452 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,442 | $34,813-47.0% | $84,611-78.2% | $82,204-77.6% |
| Participation rate | 6.8% | 33.8%-27.0pp | 68.2%-61.4pp | 73.4%-66.6pp |
| Annual return | 52.64% | 44.87%+7.8pp | 258.74%-206.1pp | 26.31%+26.3pp |
| Employer contribution / active EE | $10 | $718-98.6% | $2,652-99.6% | $2,707-99.6% |
| Participant deferral / active EE | $704 | $1,334-47.3% | $3,899-82.0% | $4,246-83.4% |
| Admin fee / account holder | $103 | $107-3.2% | $4,912-97.9% | $76+36.8% |