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 7-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 |
|---|---|---|
PREMIER FINANCIAL GROUP5 years Service code 27 · EIN 68-0150543 725 6TH STREET · EUREKA, CA 95501 | Advisory (Plan) | $10,736 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 1350 TREAT BOULEVARD · WALNUT CREEK, CA 94597 | Recordkeeping | $6,039 |
PEERY & ASSOCIATES, INC.4 years Service code 13 · EIN 94-3274051 P.O. BOX 850 · PESCADERO, CA 94060 | Contract Administrator | $4,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,242 | $50,982-74.0% | $154,803-91.4% | $85,563-84.5% |
| Participation rate | 74.5% | 59.8%+14.7pp | 78.1%-3.6pp | 66.0%+8.5pp |
| Annual return | 12.34% | 30.35%-18.0pp | 58.88%-46.5pp | 31.51%-19.2pp |
| Employer contribution / active EE | $759 | $1,708-55.6% | $4,305-82.4% | $2,654-71.4% |
| Participant deferral / active EE | $2,161 | $2,474-12.7% | $5,540-61.0% | $4,375-50.6% |
| Admin fee / account holder | $76 | $846-91.0% | $14,329-99.5% | $834-90.8% |