Filed June 18, 2018
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 |
|---|---|---|
Service code 27 24 CORPORATE PLAZA DRIVE, SUITE 150 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $37,294 |
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 | $75,297 | $63,114+19.3% | $92,893-18.9% | $65,185+15.5% |
| Participation rate | 79.6% | 68.8%+10.9pp | 76.0%+3.6pp | 70.2%+9.4pp |
| Annual return | 24.06% | 28.75%-4.7pp | 109.41%-85.4pp | 29.38%-5.3pp |
| Employer contribution / active EE | $882 | $2,571-65.7% | $3,653-75.9% | $2,177-59.5% |
| Participant deferral / active EE | $7,332 | $3,108+135.9% | $4,236+73.1% | $3,514+108.7% |
| Admin fee / account holder | $245 | $624-60.7% | $5,794-95.8% | $847-71.1% |