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 |
|---|---|---|
GREGORY BURGE1 year Filed as: GREGORY POWELL BURGE & CO, INC. Service code 14 40 W COCHRAN ST. · SIMI VALLEY, CA 93065 | Plan Administrator | $7,387 |
BURGE. GREGORY P1 year Service code 26 40 W COCHRAN ST. · SIMI VALLEY, CA 93065 | Advisory (Participants) | $0 |
TBS AGENCY INC1 year Filed as: TBS AGENCY, INC. Service code 13 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Contract Administrator | $0 |
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 | $55,978 | $48,576+15.2% | $169,463-67.0% | $56,287-0.5% |
| Participation rate | 100.0% | 65.8%+34.2pp | 77.8%+22.2pp | 69.9%+30.1pp |
| Annual return | -4.31% | -2.51%-1.8pp | 1.83%-6.1pp | -9.96%+5.6pp |
| Employer contribution / active EE | $1,060 | $1,559-32.0% | $4,159-74.5% | $2,111-49.8% |
| Participant deferral / active EE | $4,026 | $3,275+22.9% | $5,277-23.7% | $3,350+20.2% |
| Admin fee / account holder | $23 | $435-94.7% | $9,109-99.7% | $521-95.5% |