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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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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 |
|---|---|---|
Service code 15 · EIN 94-2456320 PO BOX 1282 · CHICO, CA 95927 | Recordkeeping | $5,180 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,499 | $64,286-35.4% | $90,951-54.4% | $73,409-43.5% |
| Participation rate | 91.5% | 63.6%+27.9pp | 69.0%+22.5pp | 72.2%+19.3pp |
| Annual return | 8.31% | 21.45%-13.1pp | 134.60%-126.3pp | 59.29%-51.0pp |
| Employer contribution / active EE | $2,863 | $895+220.1% | $2,122+34.9% | $2,234+28.2% |
| Participant deferral / active EE | $1,405 | $2,453-42.7% | $3,373-58.3% | $3,805-63.1% |
| Admin fee / account holder | $176 | $287-38.7% | $5,959-97.0% | $158+11.5% |