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 |
|---|---|---|
Service code 13 · EIN 23-3038464 | Contract Administrator | $6,824 |
CENTRAL COAST ADMINISTRATORS1+ years Filed as: CENTRAL COAST VISIONARY INSURANCE & Service code 27 2560 INDUSTRIAL PARKWAY · SANTA MARIA, CA 93455 | Advisory (Plan) | $6,242 |
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 | $24,817 | $32,425-23.5% | $74,583-66.7% | $55,167-55.0% |
| Participation rate | 53.0% | 54.0%-1.0pp | 68.1%-15.1pp | 69.0%-16.0pp |
| Annual return | 38.35% | 10.63%+27.7pp | 20.47%+17.9pp | 169.23%-130.9pp |
| Employer contribution / active EE | $1,024 | $1,043-1.9% | $2,525-59.5% | $1,963-47.8% |
| Participant deferral / active EE | $1,654 | $1,995-17.1% | $3,458-52.2% | $3,054-45.8% |
| Admin fee / account holder | $223 | $748-70.2% | $4,138-94.6% | $504-55.8% |