Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 5628 COPLEY DRIVE · SAN DIEGO, CA 92111 | Advisory (Participants) | $11,938 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,395 | $73,102+53.8% | $123,553-9.0% | $56,289+99.7% |
| Participation rate | 72.2% | 74.3%-2.1pp | 82.3%-10.1pp | 69.9%+2.4pp |
| Annual return | -2.76% | 3.01%-5.8pp | 119.21%-122.0pp | -9.96%+7.2pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $10,239 | $5,423+88.8% | $6,426+59.3% | $3,350+205.7% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |