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 |
|---|---|---|
BENEFIT PROGRAMS ADMINISTRATION11+ years Service code 14 · EIN 13-2501278 1200 WILSHIRE BLVD · LOS ANGELES, CA 900171906 | Plan Administrator | $61,255 |
VERUS8 years Service code 27 · EIN 91-1320111 800 FIFTH AVENUE · SEATTLE, WA 98104 | Advisory (Plan) | $50,000 |
Filed as: SCHWARTZ, STEINSAPIR, DORHMANN LLP Service code 29 · EIN 95-2077781 888 WEST 6TH STREET · LOS ANGELES, CA 90017 | Legal | $19,988 |
Service code 11 · EIN 31-1582098 75 SECOND AVENUE · NEEDHAM, MA 02494 | Actuarial | $19,664 |
DAVID BRODY & CO.11+ years Service code 10 · EIN 95-4778275 17785 CENTER COURT DRIVE · CERRITOS, CA 90703 | Accounting | $13,710 |
US BANK11+ years Service code 19 · EIN 31-0841368 221 FIGUEROA STREET · LOS ANGELES, CA 90012 | Securities Custodian | $10,057 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $0 | $138,807-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | - |
| Annual return | 4.50% | 65.56%-61.1pp | 8.39%-3.9pp | - |
| Employer contribution / active EE | $0 | $14,759-100.0% | $20,497-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $16-100.0% | - |
| Admin fee / account holder | $0 | $0 | - | - |