Filed April 4, 2022 (most recent of 2 filings on file)
Total covered: 315 employees
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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.
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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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $91,455 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $69,583 |
CLIFTONLARSONALLEN LLP1 year Service code 27 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Advisory (Plan) | $2,468 |
Filed as: COTA STREET INVESTMENT MANAGEMENT Service code 28 24 E. COTA STREET · SANTA BARBARA, CA 93101 | Investment Management | $159 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,858 | $78,275+97.8% | $109,143+41.9% | $86,799+78.4% |
| Participation rate | 98.3% | 73.8%+24.4pp | 75.9%+22.4pp | 72.3%+26.0pp |
| Annual return | 16.48% | 19.14%-2.7pp | 25.75%-9.3pp | 97.91%-81.4pp |
| Employer contribution / active EE | $4,133 | $3,105+33.1% | $3,722+11.0% | $2,405+71.8% |
| Participant deferral / active EE | $12,270 | $3,641+237.0% | $4,653+163.7% | $4,131+197.0% |
| Admin fee / account holder | $186 | $198-6.5% | $6,752-97.3% | $170+9.4% |