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 ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $22,528 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,341 |
Filed as: COTA STREET INVESTMENT MANAGEMENT Service code 28 24 E. COTA STREET STE. 200 · SANTA BARBARA, CA 93101 | Investment Management | $2,777 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,855 | $101,883+15.7% | $453,369-74.0% | $85,850+37.3% |
| Participation rate | 90.0% | 72.3%+17.7pp | 78.0%+12.0pp | 69.3%+20.7pp |
| Annual return | 15.52% | 25.38%-9.9pp | 64.40%-48.9pp | 318.53%-303.0pp |
| Employer contribution / active EE | $4,890 | $2,847+71.7% | $4,070+20.1% | $2,565+90.6% |
| Participant deferral / active EE | $9,930 | $4,782+107.7% | $6,209+59.9% | $3,952+151.3% |
| Admin fee / account holder | $298 | $5,706-94.8% | $11,209-97.3% | $6,260-95.2% |