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 |
|---|---|---|
Filed as: HOFFMAN SHORT RUBIN DEWINTER SANDER Service code 10 1037 PARK VIEW DR · COVINA, CA 91724 | Accounting | $10,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,054 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $150 |
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 | $74,616 | $69,305+7.7% | $82,313-9.4% | $69,631+7.2% |
| Participation rate | 36.6% | 80.3%-43.6pp | 76.9%-40.3pp | 70.7%-34.1pp |
| Annual return | 17.93% | 21.47%-3.5pp | 25.88%-8.0pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $1,042 | $1,887-44.8% | $2,428-57.1% | $2,032-48.7% |
| Participant deferral / active EE | $1,922 | $3,568-46.1% | $3,706-48.1% | $3,224-40.4% |
| Admin fee / account holder | $116 | $97+19.8% | $5,608-97.9% | $110+5.4% |