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 |
|---|---|---|
CALIFORNIA GROWER FOUNDATION4+ years Service code 14 · EIN 94-2166265 176 MAIN STREET, SUITE C · ST. HELENA, CA 94574 | Plan Administrator | $73,300 |
BUFFINGTON & AARON4+ years Service code 29 · EIN 94-3151719 388 MARKET STREET · SAN FRANCISCO, CA 94111 | Legal | $59,813 |
WM YEE ACTUARIAL CONSULTING4+ years Service code 11 · EIN 20-4368308 201 FOURTH STREET, SUITE 202 · OAKLAND, CA 94607 | Actuarial | $58,835 |
US BANK4+ years Service code 21 · EIN 31-0841368 1 CALIFORNIA STREET, 10TH FLOOR · SAN FRANCISCO, CA 94111 | Bank Trustee | $38,413 |
BROTEMARKLE, DAVIS & CO LLP4+ years Service code 10 · EIN 68-0219846 899 ADAMS STREET, SUITE H · ST. HELENA, CA 94574 | Accounting | $27,000 |
P. CHAN & CO., INC.4+ years Service code 27 · EIN 68-0157295 700 LARKSPUR LANDING CIRCLE · LARKSPUR, CA 94939 | Advisory (Plan) | $24,700 |
See 1 actuary disclosure. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $18,026,966-100.0% | $148,425-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 35.1%-35.1pp | 1.8%-1.8pp |
| Annual return | -6.75% | 0.19%-6.9pp | 38.14%-44.9pp | 0.19%-6.9pp |
| Employer contribution / active EE | $5,476 | $13,763-60.2% | $34,245-84.0% | $13,763-60.2% |
| Participant deferral / active EE | $0 | $804-100.0% | $185-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $10,234-100.0% | $426-100.0% |