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: SO CA PIPE TRADES ADMIN CORP Service code 29 · EIN 95-4557526 | Legal | $811,052 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 19 · EIN 31-0841368 | Securities Custodian | $620,392 |
EIDE BAILLY LLP6 years Service code 17 · EIN 45-0250958 | Pension Consulting | $125,511 |
THE SEGAL COMPANY3 years Filed as: SEGAL CONSULTING Service code 16 · EIN 06-1271230 | Consulting | $112,546 |
O'DONOGHUE & O'DONOGHUE10+ years Service code 20 · EIN 53-0120528 | Trustee (individual); Direct payment ... | $50,578 |
Filed as: BUSH GOTTLIEB Service code 10 · EIN 95-2956616 | Accounting | $25,809 |
MILLER KAPLAN ARASE LLP7 years Filed as: MILLER KAPLAN ARASE & CO Service code 14 · EIN 95-2036255 | Plan Administrator | $16,601 |
KAREN MEIFERT10+ years Filed as: KAREN PEET Service code 10 1731 ASPEN VILLAGE WAY · WEST COVINA, CA 91791 | Accounting | $15,398 |
KAREN MEIFERT1 year Filed as: KAREN HERN Service code 49 1836 MELWOOD DR · GLENDALE, CA 91207 | Other Services | $11,610 |
NEW ENGLAND PENSION CONSULTANTS10+ years Service code 29 · EIN 04-2927339 | Legal | $9,985 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,528 | $63,356-55.0% | $103,333-72.4% | $106,382-73.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 74.5%+25.5pp | 69.9%+30.1pp |
| Annual return | 16.97% | 14.77%+2.2pp | 24.88%-7.9pp | 17.37%-0.4pp |
| Employer contribution / active EE | $420 | $4,310-90.3% | $3,868-89.1% | $3,364-87.5% |
| Participant deferral / active EE | $2,042 | $3,479-41.3% | $5,057-59.6% | $5,569-63.3% |
| Admin fee / account holder | $136 | $110+23.5% | $8,355-98.4% | $79+71.7% |