Filed April 4, 2016
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 |
|---|---|---|
PENSION DYNAMICS COMPANY LLC2+ years Service code 15 · EIN 94-2692944 2300 CONTRA COSTA BLVD., SUITE 400 · PLEASANT HILL, CA 94523 | Recordkeeping | $18,708 |
PENSION DYNAMICS SECURITIES CORP2+ years Filed as: PENSION DYNAMICS SECURITIES CORP. Service code 33 · EIN 68-0440732 2300 CONTRA COSTA BLVD., SUITE 400 · PLEASANT HILL, CA 94523 | Securities brokerage | $0 |
WELLS FARGO BANK, N.A.2+ years Service code 19 · EIN 94-1347393 1525 WEST WT HARRIS BLVD. · CHARLOTTE, NC 28288 | Securities Custodian | $0 |
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 | $51,384 | $53,925-4.7% | $75,670-32.1% | $69,631-26.2% |
| Participation rate | 86.3% | 71.2%+15.1pp | 72.3%+14.0pp | 70.7%+15.7pp |
| Annual return | 12.85% | 17.84%-5.0pp | 27.34%-14.5pp | 27571.02%-27558.2pp |
| Employer contribution / active EE | $884 | $1,802-50.9% | $2,352-62.4% | $2,032-56.5% |
| Participant deferral / active EE | $2,576 | $2,569+0.2% | $3,142-18.0% | $3,224-20.1% |
| Admin fee / account holder | $58 | $97-40.0% | $5,800-99.0% | $110-47.2% |