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 |
|---|---|---|
ACTUARIAL BENEFITS CORP1+ years Filed as: ACTUARIAL CONSULTANTS, INC. Service code 15 · EIN 33-0024795 2377 CRENSHAW BLVD., SUITE 350 · TORRANCE, CA 90501 | Recordkeeping | $0 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICE, INC. Service code 22 · EIN 74-2794194 120 VANTIS, SUITE 400 · ALISO VIEJO, CA 92656 | Insurance Broker | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,721 | $47,969-48.5% | $85,969-71.2% | $52,331-52.8% |
| Participation rate | 70.1% | 61.7%+8.4pp | 76.5%-6.5pp | 68.1%+2.0pp |
| Annual return | -0.15% | -0.13%0pp | 9.32%-9.5pp | 4.54%-4.7pp |
| Employer contribution / active EE | $635 | $1,460-56.5% | $3,474-81.7% | $1,882-66.3% |
| Participant deferral / active EE | $1,481 | $2,110-29.8% | $3,829-61.3% | $3,022-51.0% |
| Admin fee / account holder | $0 | $530-100.0% | $6,053-100.0% | $592-100.0% |