See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 68-0567456 6720 N SCOTTSDALE RD · SCOTTSDALE, AZ 85253 | Other Fees | $18,662 |
BCJ CAPITAL MANAGEMENT LLC4 years Service code 99 · EIN 82-3738447 6720 N SCOTTSDALE RD · SCOTTSDALE, AZ 85253 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $110,921 | $65,061+70.5% | $143,757-22.8% | $66,914+65.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -14.99% | -11.14%-3.9pp | -0.04%-14.9pp | 1.58%-16.6pp |
| Employer contribution / active EE | $7,239 | $2,361+206.7% | $4,951+46.2% | $2,544+184.5% |
| Participant deferral / active EE | $5,051 | $2,919+73.1% | $5,637-10.4% | $4,237+19.2% |
| Admin fee / account holder | $475 | $502-5.4% | $14,673-96.8% | $593-20.0% |