See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TROMBINO PENSION ADMINISTRATRS INC Service code 15 · EIN 01-0577649 45946 CORTE CARMELLO · TEMECULA, CA 92592 | Recordkeeping | $8,683 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $3,586 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,675 | $59,186-58.3% | $76,768-67.9% | $56,287-56.2% |
| Participation rate | 69.7% | 75.2%-5.5pp | 77.0%-7.2pp | 69.9%-0.1pp |
| Annual return | -5.35% | 6.62%-12.0pp | 2.43%-7.8pp | -9.96%+4.6pp |
| Employer contribution / active EE | $1,694 | $1,759-3.7% | $2,485-31.8% | $2,111-19.8% |
| Participant deferral / active EE | $2,777 | $3,255-14.7% | $3,852-27.9% | $3,350-17.1% |
| Admin fee / account holder | $68 | $489-86.1% | $6,675-99.0% | $521-87.0% |