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 |
|---|---|---|
NATIONAL RETIREMENT SERVICES, INC.4 years Service code 17 5832 BOLSA AVE, SUITE 100 · HUNTINGTON BEACH, CA 92649 | Pension Consulting | $13,500 |
CAMPBELL TAYLOR & COMPANY4 years Service code 10 3741 DOUGLAS BLVD, SUITE 350 · ROSEVILLE, CA 95661 | Accounting | $8,619 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 15 6455 IRVINE CENTER DR. · IRVINE, CA 92618 | Recordkeeping | $425 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $127,546 | $51,620+147.1% | $90,281+41.3% | $65,185+95.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 12.65% | 24.94%-12.3pp | 78.10%-65.4pp | 29.38%-16.7pp |
| Employer contribution / active EE | $8,458 | $2,235+278.5% | $2,854+196.3% | $2,177+288.6% |
| Participant deferral / active EE | $3,606 | $2,871+25.6% | $3,885-7.2% | $3,514+2.6% |
| Admin fee / account holder | $156 | $384-59.5% | $5,351-97.1% | $847-81.6% |