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 |
|---|---|---|
Service code 13 · EIN 68-0005489 1320 HARBOR BAY PARKWAY · ALAMEDA, CA 94502 | Contract Administrator | $11,289 |
AMERICAN FUNDS4 years Service code 12 · EIN 95-6817943 P.O. BOX 6040 · INDIANAPOLIS, IN 462066040 | Participant communication; Consulting... | $175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,798 | $54,573+16.9% | $90,951-29.9% | $73,488-13.2% |
| Participation rate | 52.4% | 61.2%-8.8pp | 69.0%-16.6pp | 70.7%-18.3pp |
| Annual return | 20.25% | 16.69%+3.6pp | 134.60%-114.3pp | 28.51%-8.3pp |
| Employer contribution / active EE | $558 | $991-43.7% | $2,122-73.7% | $2,270-75.4% |
| Participant deferral / active EE | $2,764 | $2,517+9.8% | $3,373-18.1% | $3,740-26.1% |
| Admin fee / account holder | $85 | $521-83.7% | $5,959-98.6% | $513-83.5% |