Filed April 2, 2024
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: COTA STREET INVESTMENT MANAGEMENT Service code 28 24 E. COTA STREET · SANTA BARBARA, CA 93101 | Investment Management | $376,408 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $237,794 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $147,659 |
WALTERS & SKLYAR LLP3 years Filed as: WALTERS FINANCIAL SERVICES INC DBA Service code 10 5266 OFFICE PARK BLVD STE 204 · BRADENTON, FL 34203 | Accounting | $12,200 |
Service code 99 470 ATLANTIC AVE 4TH FL · BOSTON, MA 02210 | Other Fees | $10,000 |
BOND, SCHOENECK & KING, PLLC4 years Filed as: BOND SCHOENECK & KING PLLC Service code 29 PO BOX 11607 · SYRACUSE, NY 13218 | Legal | $8,606 |
Filed as: DATA-MATION PRINTING & GRAPHICS INC Service code 99 PO BOX 322 623 ENGLEWOOD AVE · BUFFALO, NY 14223 | Other Fees | $4,401 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,691 | $61,756-58.4% | $70,092-63.3% | $77,904-67.0% |
| Participation rate | 98.2% | 79.9%+18.3pp | 70.5%+27.7pp | 73.7%+24.5pp |
| Annual return | -9.49% | -11.86%+2.4pp | 190.73%-200.2pp | 12.21%-21.7pp |
| Employer contribution / active EE | $717 | $2,706-73.5% | $2,559-72.0% | $2,848-74.8% |
| Participant deferral / active EE | $4,789 | $3,977+20.4% | $3,849+24.4% | $4,806-0.4% |
| Admin fee / account holder | $94 | $101-7.5% | $6,267-98.5% | $133-29.3% |