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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.
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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS3+ 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) | $19,109 |
PENSION ASSURANCE LLP3+ years Filed as: PENSION MANAGEMENT CONSULTANTS, INC Service code 13 · EIN 77-0443464 1165 SCENIC DR. BLDG B-1 · MODESTO, CA 95350 | Contract Administrator | $1,276 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,852 | $55,453-35.3% | $170,442-79.0% | $62,292-42.4% |
| Participation rate | 27.2% | 66.4%-39.1pp | 83.6%-56.4pp | 69.5%-42.3pp |
| Annual return | 11.38% | 21.38%-10.0pp | 205.93%-194.6pp | 28.90%-17.5pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,176 | $2,303-48.9% | $4,939-76.2% | $3,169-62.9% |
| Admin fee / account holder | $25 | $455-94.6% | $13,880-99.8% | $479-94.9% |