Filed July 17, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $70,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,239 |
Filed as: COTA STREET INVESTMENT MANAGEMENT Service code 28 24 E. COTA STREET · SANTA BARBARA, CA 93101 | Investment Management | $4,939 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,993 | $55,472+359.7% | $155,567+63.9% | $74,546+242.1% |
| Participation rate | 98.1% | 61.9%+36.2pp | 78.2%+19.9pp | 67.2%+30.9pp |
| Annual return | 13.26% | 268.72%-255.5pp | 64.74%-51.5pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $9,802 | $2,269+332.0% | $4,674+109.7% | $2,624+273.5% |
| Participant deferral / active EE | $8,695 | $2,838+206.4% | $5,628+54.5% | $4,347+100.0% |
| Admin fee / account holder | $312 | $1,743-82.1% | $15,916-98.0% | $1,944-83.9% |