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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $42,353 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $36,937 |
ACTUARIES UNLIMITED, INC.3 years Service code 13 · EIN 95-3654973 16030 VENTURA BLVD., STE 320 · ENCINO, CA 91436 | Contract Administrator | $2,272 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,182 | $86,286-1.3% | $111,297-23.5% | $85,850-0.8% |
| Participation rate | 72.6% | 73.3%-0.7pp | 77.3%-4.7pp | 69.3%+3.3pp |
| Annual return | 13.97% | 19.99%-6.0pp | 54.65%-40.7pp | 318.53%-304.6pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,202 | $3,641-39.5% | $4,487-50.9% | $3,952-44.3% |
| Admin fee / account holder | $698 | $8,188-91.5% | $7,964-91.2% | $6,260-88.9% |