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 |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $190,467 |
RICE HALL JAMES3 years Filed as: RICE HALL JAMES & ASSOC Service code 26 600 WEST BROADWAY · SAN DIEGO, CA 92101 | Advisory (Participants) | $36,468 |
DOWLING & YAHNKE LLC3 years Service code 26 12340 EL CAMINO REAL · SAN DIEGO, CA 92130 | Advisory (Participants) | $23,837 |
TOM PARAVOLA3 years Filed as: TOM MONAHAN INDEPENDENT FINANCIAL G Service code 26 2648 E STREET · SAN DIEGO, CA 92102 | Advisory (Participants) | $18,723 |
TD AMERITRADE, INC.4 years Filed as: TD AMERITRADE Service code 26 P.O. BOX 2226 · OMAHA, NE 68103 | Advisory (Participants) | $11,736 |
JAN GLEISNER3 years Service code 26 1299 4TH ST · SAN RAFAEL, CA 94901 | Advisory (Participants) | $9,973 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES Service code 26 1200 PROSPECT ST · LA JOLLA, CA 92037 | Advisory (Participants) | $8,795 |
MATRIX TRUST COMPANY4 years Service code 18 | Custodial (securities); Custodial (ot... | $0 |
MATRIX TRUST COMPANY5+ years Filed as: MG TRUST COMPANY DBA MATRIX TRUST C Service code 15 · EIN 75-3182674 | Recordkeeping | $0 |
MATRIX TRUST COMPANY3 years Filed as: MSCS FINANCIAL SERVICES DIVISION OF Service code 50 | Direct Payment | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $334,501 | $88,122+279.6% | $141,162+137.0% | $67,579+395.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 21.23% | 75.40%-54.2pp | 71.39%-50.2pp | 378.56%-357.3pp |
| Employer contribution / active EE | $13,991 | $3,224+333.9% | $4,735+195.5% | $2,148+551.4% |
| Participant deferral / active EE | $8,585 | $5,958+44.1% | $6,709+28.0% | $3,539+142.6% |
| Admin fee / account holder | $821 | $131+527.5% | $10,261-92.0% | $142+477.2% |