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 |
|---|---|---|
PENNIALL & ASSOCIATES, INC.2 years Filed as: PENNIALL & ASSOCIATES INC Service code 27 PO BOX 7001 · PASADENA, CA 91109 | Advisory (Plan) | $17,963 |
Service code 27 1200 NEW PORT CENTER DR · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $12,490 |
ACTUARIAL BENEFITS CORP4+ years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 13 | Contract Administrator | $8,700 |
Filed as: GREAT-WEST LIFE & ANNUITY CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,654 |
ACTUARIAL BENEFITS CORP4+ years Filed as: ACTUARIAL BENEFITS COPR. Service code 13 2790 SKYPARK DRIVE, SUITE 300 · TORRANCE, CA 90505 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $89,615 | $47,977+86.8% | $154,107-41.8% | $56,287+59.2% |
| Participation rate | 58.0% | 66.2%-8.2pp | 83.0%-25.0pp | 69.9%-11.9pp |
| Annual return | -6.18% | 3.54%-9.7pp | 735.12%-741.3pp | -9.96%+3.8pp |
| Employer contribution / active EE | $180 | $2,169-91.7% | $5,298-96.6% | $2,111-91.5% |
| Participant deferral / active EE | $3,385 | $2,392+41.5% | $5,081-33.4% | $3,350+1.0% |
| Admin fee / account holder | $34 | $438-92.2% | $13,411-99.7% | $521-93.5% |