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 |
|---|---|---|
NORTHRUP2+ years Service code 26 · EIN 01-0233246 | Advisory (Participants) | $54,729 |
SAN DIEGO PENSION CONSULTANTS2+ years Filed as: SAN DIEGO PENSION CONSULTANTS INC. Service code 49 5628 COPLEY DR · SAN DIEGO, CA 92111 | Other Services | $16,297 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,044 | $36,916+73.5% | $156,549-59.1% | $57,658+11.1% |
| Participation rate | 83.2% | 63.4%+19.7pp | 84.0%-0.8pp | 70.2%+13.0pp |
| Annual return | 8.79% | 12.38%-3.6pp | 32.23%-23.4pp | 5.13%+3.7pp |
| Employer contribution / active EE | $3,007 | $1,571+91.5% | $5,501-45.3% | $1,974+52.3% |
| Participant deferral / active EE | $3,666 | $1,926+90.4% | $4,871-24.7% | $3,061+19.8% |
| Admin fee / account holder | $21 | $82-75.1% | $13,027-99.8% | $95-78.2% |