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 |
|---|---|---|
NORTHRUP1+ years Service code 26 · EIN 01-0233246 | Advisory (Participants) | $51,004 |
SAN DIEGO PENSION CONSULTANTS1+ years Filed as: SAN DIEGO PENSION CONSULTANTS INC. Service code 49 5628 COPLEY DR · SAN DIEGO, CA 92111 | Other Services | $15,232 |
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 | $55,206 | $37,117+48.7% | $147,614-62.6% | $55,1910% |
| Participation rate | 95.2% | 63.6%+31.6pp | 84.6%+10.5pp | 69.2%+26.0pp |
| Annual return | -0.48% | 3.44%-3.9pp | 61.98%-62.5pp | 10.78%-11.3pp |
| Employer contribution / active EE | $3,001 | $1,620+85.2% | $5,564-46.1% | $1,899+58.0% |
| Participant deferral / active EE | $3,798 | $1,985+91.3% | $4,895-22.4% | $3,046+24.7% |
| Admin fee / account holder | $21 | $86-75.3% | $11,611-99.8% | $91-76.7% |