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.3+ years Service code 13 · EIN 61-1256314 | Contract Administrator | $51,235 |
PACIFIC INVESTMENTS CONSULTANTS3+ years Service code 27 1130 IRON POINT ROAD, SUITE 100 · FOLSOM, CA 95630 | Advisory (Plan) | $26,598 |
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 | $20,944 | $46,173-54.6% | $170,442-87.7% | $69,631-69.9% |
| Participation rate | 96.4% | 63.9%+32.5pp | 83.6%+12.8pp | 70.7%+25.7pp |
| Annual return | 10.94% | 21.62%-10.7pp | 205.93%-195.0pp | 27571.02%-27560.1pp |
| Employer contribution / active EE | $1,300 | $1,610-19.2% | $5,433-76.1% | $2,032-36.0% |
| Participant deferral / active EE | $865 | $2,080-58.4% | $4,939-82.5% | $3,224-73.2% |
| Admin fee / account holder | $210 | $116+81.4% | $13,880-98.5% | $110+90.5% |