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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB Service code 16 DESTINATION WEALTH MANAGEMENT · WALNUT CREEK, CA 94597 | Consulting | $220,956 |
CARLSON QUINN1 year Filed as: CARLSON QUINN & ASSOCIATES, INC. Service code 13 · EIN 94-3210526 | Contract Administrator | $109,369 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO Service code 16 THE TRIPPEL GROUP · FRESNO, CA 93720 | Consulting | $105,014 |
Filed as: AMERIPRISE FINANCIAL Service code 26 GATEWAY FINANCIAL PLANNING · VISALIA, CA 93291 | Advisory (Participants) | $24,944 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL Service code 26 MONICA WILLIAMS · SANTA BARBARA, CA 93101 | Advisory (Participants) | $9,454 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 26 MITCHELL VANCE · SANTA BARBARA, CA 93101 | Advisory (Participants) | $7,836 |
Filed as: MASSACHUSETTS MUTUAL LIF INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $5,057 |
LPL FINANCIAL2 years Service code 26 TIMOTHY DODD · FRESNO, CA 93720 | Advisory (Participants) | $3,815 |
SEI INVESTMENTS1 year Filed as: SEI PRIVATE TRUST COMPANY Service code 26 PLAN FINANCIAL · FRESNO, CA 93720 | Advisory (Participants) | $2,558 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 71 · EIN 84-0467919 | Brokerage Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $433,864 | $104,475+315.3% | $159,436+172.1% | $79,386+446.5% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 13.72% | 67.95%-54.2pp | 263.57%-249.8pp | 116.85%-103.1pp |
| Employer contribution / active EE | $15,414 | $3,417+351.1% | $4,829+219.2% | $2,427+535.0% |
| Participant deferral / active EE | $8,200 | $6,467+26.8% | $7,352+11.5% | $4,046+102.7% |
| Admin fee / account holder | $1,492 | $711+109.8% | $10,799-86.2% | $626+138.2% |