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 |
|---|---|---|
Service code 27 24 E COTA STREET · SANTA BARBARA, CA 93101 | Advisory (Plan) | $28,437 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,986 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,753 | $69,231-31.0% | $91,989-48.1% | $67,579-29.3% |
| Participation rate | 66.9% | 78.9%-12.0pp | 78.6%-11.7pp | 71.3%-4.4pp |
| Annual return | 30.91% | 32.03%-1.1pp | 69.02%-38.1pp | 378.56%-347.6pp |
| Employer contribution / active EE | $0 | $2,284-100.0% | $3,452-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $9,552 | $5,854+63.2% | $5,923+61.3% | $3,539+169.9% |
| Admin fee / account holder | $120 | $107+11.8% | $7,743-98.4% | $142-15.6% |