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 |
|---|---|---|
Filed as: WORLD INV ADVISORS LLC Service code 27 · EIN 61-1758632 24 E COTA ST, STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $40,520 |
Filed as: EMPOWER ANNUTIY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,938 |
Filed as: COTA STREET INVESTMENT MANAGEMENT Service code 28 24 E. COTA STREET, STE 200 · SANTA BARBARA, CA 93101 | Investment Management | $14,464 |
ASCENSUS LLC4 years Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 FUTUREPLAN BY ASCENSUS · SAN DIEGO CA, CA 92101 | Contract Administrator | $10,091 |
Filed as: POLLARO & ASSOCIATES Service code 10 · EIN 46-3852095 4010 WATSON PLAZA DR UNIT 110 · LAKEWOOD, CA 90712 | Accounting | $9,600 |
ACTUARIAL BENEFITS CORP1 year Service code 13 · EIN 20-1054428 2790 SKYPARK DR, STE 300 · TORRANCE, CA 90505 | Contract Administrator | $1,919 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,949 | $82,917-30.1% | $103,333-43.9% | $77,643-25.4% |
| Participation rate | 44.5% | 71.6%-27.0pp | 74.5%-30.0pp | 70.6%-26.0pp |
| Annual return | 12.27% | 19.13%-6.9pp | 24.88%-12.6pp | 31.24%-19.0pp |
| Employer contribution / active EE | $568 | $3,552-84.0% | $3,868-85.3% | $2,726-79.2% |
| Participant deferral / active EE | $3,370 | $4,108-18.0% | $5,057-33.4% | $4,647-27.5% |
| Admin fee / account holder | $494 | $638-22.6% | $8,355-94.1% | $430+14.7% |