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) | $17,680 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,933 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $192,067 | $136,307+40.9% | $177,821+8.0% | $73,488+161.4% |
| Participation rate | 90.3% | 86.1%+4.2pp | 87.7%+2.6pp | 70.7%+19.6pp |
| Annual return | 14.81% | 18.68%-3.9pp | 48.32%-33.5pp | 28.51%-13.7pp |
| Employer contribution / active EE | $1,441 | $3,712-61.2% | $5,918-75.7% | $2,270-36.5% |
| Participant deferral / active EE | $10,044 | $5,829+72.3% | $7,714+30.2% | $3,740+168.6% |
| Admin fee / account holder | $241 | $596-59.5% | $12,427-98.1% | $513-53.0% |