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 |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.2+ years Service code 13 · EIN 61-1256314 | Contract Administrator | $51,011 |
PACIFIC INVESTMENTS CONSULTANTS2+ years Service code 27 1130 IRON POINT ROAD, SUITE 100 · FOLSOM, CA 95630 | Advisory (Plan) | $25,354 |
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 | $17,976 | $36,916-51.3% | $156,549-88.5% | $57,658-68.8% |
| Participation rate | 86.2% | 63.4%+22.8pp | 84.0%+2.2pp | 70.2%+16.0pp |
| Annual return | 8.50% | 12.38%-3.9pp | 32.23%-23.7pp | 5.13%+3.4pp |
| Employer contribution / active EE | $1,067 | $1,571-32.0% | $5,501-80.6% | $1,974-45.9% |
| Participant deferral / active EE | $691 | $1,926-64.1% | $4,871-85.8% | $3,061-77.4% |
| Admin fee / account holder | $201 | $82+144.3% | $13,027-98.5% | $95+113.1% |