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 |
|---|---|---|
BAIRD FUNDS2+ years Filed as: ROBERT W. BAIRD & CO., INC. Service code 26 · EIN 39-6037917 360 SIERRA COLLEGE DRIVE, STE 200 · GRASS VALLEY, CA 95945 | Advisory (Participants) | $15,781 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $0 |
PENSION ASSURANCE LLP2+ years Filed as: PENSION MANAGEMENT CONSULTANTS, INC Service code 13 · EIN 77-0443464 1165 SCENIC DR. BLDG C2 · MODESTO, CA 95350 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,026 | $46,732-46.4% | $156,549-84.0% | $55,167-54.6% |
| Participation rate | 27.6% | 65.8%-38.2pp | 84.0%-56.4pp | 69.0%-41.4pp |
| Annual return | 5.78% | 17.72%-11.9pp | 32.23%-26.4pp | 169.23%-163.4pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,220 | $2,204-44.7% | $4,871-75.0% | $3,054-60.1% |
| Admin fee / account holder | $7 | $418-98.4% | $13,027-100.0% | $504-98.7% |