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 |
|---|---|---|
NORTHRUP6+ years Service code 26 4275 EXECUTIVE SQUARE, SUITE 400 · LA JOLLA, CA 92037 | Advisory (Participants) | $56,709 |
SAN DIEGO PENSION CONSULTANTS6+ years Filed as: SAN DIEGO PENSION CONSULTANTS INC. Service code 49 9665 CHESAPEAKE DR. #201 · SAN DIEGO, CA 92123 | Other Services | $23,350 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $2,524 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,284 | $58,879+72.0% | $178,490-43.3% | $73,488+37.8% |
| Participation rate | 89.9% | 66.2%+23.7pp | 81.9%+8.0pp | 70.7%+19.2pp |
| Annual return | 15.00% | 24.86%-9.9pp | 151.07%-136.1pp | 28.51%-13.5pp |
| Employer contribution / active EE | $13,950 | $2,236+523.8% | $5,011+178.4% | $2,270+514.5% |
| Participant deferral / active EE | $16,277 | $2,567+534.0% | $5,202+212.9% | $3,740+335.3% |
| Admin fee / account holder | $324 | $400-19.0% | $13,984-97.7% | $513-36.8% |