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 |
|---|---|---|
NORTHRUP4+ years Service code 26 · EIN 01-0233246 | Advisory (Participants) | $54,141 |
SAN DIEGO PENSION CONSULTANTS4+ years Filed as: SAN DIEGO PENSION CONSULTANTS INC. Service code 49 5628 COPLEY DR · SAN DIEGO, CA 92111 | Other Services | $28,172 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $3,192 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $83,437 | $37,196+124.3% | $154,107-45.9% | $55,725+49.7% |
| Participation rate | 85.9% | 64.1%+21.8pp | 83.0%+2.8pp | 70.9%+15.0pp |
| Annual return | -4.09% | 1319.68%-1323.8pp | 735.12%-739.2pp | 244.93%-249.0pp |
| Employer contribution / active EE | $3,377 | $1,614+109.2% | $5,298-36.3% | $2,078+62.5% |
| Participant deferral / active EE | $4,406 | $2,068+113.0% | $5,081-13.3% | $3,356+31.3% |
| Admin fee / account holder | $382 | $102+276.0% | $13,411-97.2% | $115+231.6% |