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 |
|---|---|---|
KAUFMANN & GOBLE6+ years Service code 11 · EIN 94-2614826 160 WEST SANTA CLARA ST STE 1550 · SAN JOSE, CA 95113 | Actuarial | $218,767 |
MAMMINI COMPANY INC.3 years Filed as: MAMMINI COMPANY Service code 27 9750 MIRAMAR ROAD, SUITE 300 · SAN DIEGO, CA 92126 | Advisory (Plan) | $53,989 |
ZENITH AMERICAN SOLUTIONS3 years Service code 13 1600 HARBOR BAY PARKWAY, SUITE 200 · ALAMEDA, CA 94502 | Contract Administrator | $48,537 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $27,389 |
Filed as: PIPE TRADES DC #36 PENSION TRUST Service code 30 · EIN 94-6082956 | Direct payment from the plan; Employe... | $18,126 |
MATRIX TRUST COMPANY6+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $12,638 |
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 | $47,732 | $81,719-41.6% | $101,248-52.9% | $90,288-47.1% |
| Participation rate | 91.9% | 80.7%+11.2pp | 75.8%+16.1pp | 73.4%+18.6pp |
| Annual return | 10.71% | 337.64%-326.9pp | 46.47%-35.8pp | 53.97%-43.3pp |
| Employer contribution / active EE | $6,394 | $3,622+76.5% | $3,660+74.7% | $2,524+153.3% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,232-100.0% |
| Admin fee / account holder | $186 | $162+14.9% | $5,945-96.9% | $114+63.1% |