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 |
|---|---|---|
NORTHERN TRUST COMPANY4+ years Filed as: NORTHERN TRUST Service code 28 · EIN 36-1561860 16 CORPORATE PLAZA · NEWPORT BEACH, CA 92660 | Investment Management | $56,413 |
RSM US LLP4+ years Service code 10 · EIN 42-0714325 18401 VON KARMAN AVENUE · IRVINE, CA 92612 | Accounting | $19,030 |
SAN DIEGO PENSION CONSULTANTS4+ years Service code 13 · EIN 33-0461574 5628 COPLEY DRIVE · SAN DIEGO, CA 92111 | Contract Administrator | $5,200 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $100,695 | $66,302+51.9% | $110,238-8.7% | $56,287+78.9% |
| Participation rate | 98.6% | 74.9%+23.7pp | 79.8%+18.8pp | 69.9%+28.8pp |
| Annual return | -4.31% | -1.18%-3.1pp | 314.74%-319.1pp | -9.96%+5.6pp |
| Employer contribution / active EE | $4,828 | $2,047+135.8% | $3,826+26.2% | $2,111+128.7% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $564 | $698-19.2% | $8,547-93.4% | $521+8.4% |