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 2792 GATEWAY RD · CARLSBAD, CA 92009 | Advisory (Plan) | $8,056 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 13 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $3,539 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,658 |
IMPERIAL PARKING1 year Filed as: IMPERIAL IMPORTS INC TOYOTA OF SAN Service code 99 650 AUTO CENTER DR · SAN BERNARDINO, CA 92408 | Other Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,038 | $54,193-55.6% | $93,606-74.3% | $77,643-69.0% |
| Participation rate | 93.1% | 63.9%+29.1pp | 68.7%+24.3pp | 70.6%+22.5pp |
| Annual return | 12.42% | 30.54%-18.1pp | 133.20%-120.8pp | 31.24%-18.8pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,420-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,858 | $3,144+22.7% | $4,411-12.5% | $4,647-17.0% |
| Admin fee / account holder | $139 | $576-75.9% | $8,285-98.3% | $430-67.8% |