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 |
|---|---|---|
BENESYS, INC.1+ years Service code 14 3737 CAMINO DEL RIO SOUTH, STE 300 · SAN DIEGO, CA 92108 | Plan Administrator | $137,468 |
MELISSA W. COOK & ASSOCIATES1+ years Filed as: COOK & ASSOCIATES Service code 29 · EIN 95-3245809 | Legal | $104,240 |
VERUS1+ years Service code 16 · EIN 91-1320111 | Consulting | $62,083 |
Filed as: WASHINGTON CAPITAL Service code 27 · EIN 91-1163419 | Advisory (Plan) | $57,681 |
RAEL & LETSON1+ years Filed as: RAEL AND LETSON Service code 11 · EIN 94-1701048 | Actuarial | $52,250 |
Filed as: BRANDYWINE GLOBAL Service code 27 · EIN 51-0412248 | Advisory (Plan) | $33,182 |
GEORGE COSSOLIAS1+ years Service code 20 · EIN 95-3606498 | Trustee (individual) | $19,783 |
BARNEY & BARNEY1+ years Service code 23 · EIN 36-1436000 101 ENTERPRISE 330 · ALISO VIEJO, CA 92626 | Insurance services | $16,865 |
STEVE BUKOVAC1+ years Filed as: STEVE SAPPER Service code 20 | Trustee (individual) | $16,800 |
LOOMIS SAYLES1+ years Service code 17 · EIN 84-6391546 | Pension Consulting | $14,908 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -1.95% | 3.49%-5.4pp | 4.16%-6.1pp | 7.18%-9.1pp |
| Employer contribution / active EE | $7,656 | $11,083-30.9% | $29,966-74.5% | $13,095-41.5% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |