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 |
|---|---|---|
MARK NARDELLA2 years Filed as: MARK SHUSTER Service code 27 225 SOUTH LAKE AVENUE · PASADENA, CA 91101 | Advisory (Plan) | $16,896 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $16,100 |
HARRINGTON GROUP CPA LLP2 years Service code 10 · EIN 95-4557617 | Accounting | $5,750 |
BMO HARRIS BANK NA2 years Service code 19 | Securities Custodian | $0 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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 | $19,876 | $44,873-55.7% | $79,464-75.0% | $56,287-64.7% |
| Participation rate | 90.4% | 68.7%+21.6pp | 73.3%+17.0pp | 69.9%+20.5pp |
| Annual return | -4.63% | 0.81%-5.4pp | 718.14%-722.8pp | -9.96%+5.3pp |
| Employer contribution / active EE | $785 | $2,140-63.3% | $2,800-72.0% | $2,111-62.8% |
| Participant deferral / active EE | $1,867 | $2,746-32.0% | $3,704-49.6% | $3,350-44.3% |
| Admin fee / account holder | $156 | $418-62.7% | $5,113-96.9% | $521-70.0% |