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 7-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 |
|---|---|---|
AMERICAN FUNDS2 years Filed as: BAYBRIDGE CAPITAL GROUP LLC Service code 27 6602 OWENS DR SUITE 500 · PLEASANTON, CA 94588 | Advisory (Plan) | $5,020 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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).
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 | $30,510 | $35,986-15.2% | $77,482-60.6% | $73,488-58.5% |
| Participation rate | 16.7% | 40.8%-24.2pp | 54.2%-37.5pp | 70.7%-54.0pp |
| Annual return | 12.11% | 19.26%-7.2pp | 54.79%-42.7pp | 28.51%-16.4pp |
| Employer contribution / active EE | $138 | $557-75.3% | $986-86.0% | $2,270-93.9% |
| Participant deferral / active EE | $347 | $1,198-71.0% | $1,861-81.4% | $3,740-90.7% |
| Admin fee / account holder | $283 | $466-39.2% | $2,858-90.1% | $513-44.8% |