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 |
|---|---|---|
NORTHRUP9+ years Service code 26 4275 EXECUTIVE SQUARE, SUITE 400 · LA JOLLA, CA 92037 | Advisory (Participants) | $19,193 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $8,297 |
SAN DIEGO PENSION CONSULTANTS9+ years Filed as: SAN DIEGO PENSION CONSULTANTS INC. Service code 49 9665 CHESAPEAKE DR. #201 · SAN DIEGO, CA 92123 | Other Services | $1,635 |
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,935 | $77,899+128.4% | $149,673+18.9% | $75,163+136.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.32% | 31.72%-13.4pp | 134.42%-116.1pp | 160.62%-142.3pp |
| Employer contribution / active EE | $16,650 | $3,137+430.7% | $4,818+245.6% | $2,670+523.6% |
| Participant deferral / active EE | $18,849 | $3,411+452.6% | $5,680+231.8% | $4,125+356.9% |
| Admin fee / account holder | $522 | $5,956-91.2% | $13,210-96.0% | $5,651-90.8% |