Filed November 8, 2014 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $16,132 |
Service code 27 24 E COTA STREET · SANTA BARBARA, CA 93101 | Advisory (Plan) | $9,461 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,476 | $52,279+8.0% | $89,391-36.8% | $79,858-29.3% |
| Participation rate | 83.9% | 57.5%+26.3pp | 68.0%+15.9pp | 69.6%+14.2pp |
| Annual return | 15.77% | 22.16%-6.4pp | 245.62%-229.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $2,574 | $1,572+63.8% | $2,586-0.5% | $2,471+4.2% |
| Participant deferral / active EE | $6,362 | $2,740+132.2% | $3,890+63.6% | $3,740+70.1% |
| Admin fee / account holder | $188 | $3,356-94.4% | $4,881-96.1% | $5,306-96.5% |