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 |
|---|---|---|
Filed as: RAYMOND JAMES FIN SVCS ADV, INC Service code 27 · EIN 59-2937883 | Advisory (Plan) | $47,886 |
Filed as: BIDWELL CONSULTING SERVICES, INC Service code 13 · EIN 20-3039384 3251 ESPLANADE · CHICO, CA 95973 | Contract Administrator | $5,380 |
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $4,100 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $185,904 | $72,277+157.2% | $101,248+83.6% | $79,858+132.8% |
| Participation rate | 93.4% | 68.5%+25.0pp | 75.8%+17.6pp | 69.6%+23.8pp |
| Annual return | 14.57% | 22.30%-7.7pp | 46.47%-31.9pp | 31.71%-17.1pp |
| Employer contribution / active EE | $18,466 | $2,692+586.1% | $3,660+404.6% | $2,471+647.4% |
| Participant deferral / active EE | $2,148 | $3,282-34.5% | $4,370-50.8% | $3,740-42.6% |
| Admin fee / account holder | $162 | $4,400-96.3% | $5,945-97.3% | $5,306-96.9% |