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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $68,431 |
Filed as: CALIFORNIA RETIREMENT PLANS Service code 14 · EIN 68-0414789 | Plan Administrator | $30,970 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $29,550 |
ARMANINO LLP2 years Service code 10 · EIN 94-6214841 | Accounting | $7,875 |
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 | $27,028 | $48,471-44.2% | $182,532-85.2% | $67,579-60.0% |
| Participation rate | 96.9% | 67.2%+29.7pp | 78.0%+18.9pp | 71.3%+25.6pp |
| Annual return | 23.81% | 31.08%-7.3pp | 148.54%-124.7pp | 378.56%-354.7pp |
| Employer contribution / active EE | $912 | $1,461-37.5% | $4,076-77.6% | $2,148-57.5% |
| Participant deferral / active EE | $3,504 | $3,324+5.4% | $5,524-36.6% | $3,539-1.0% |
| Admin fee / account holder | $258 | $151+70.6% | $8,592-97.0% | $142+81.2% |