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 | $44,983 |
Filed as: COTA STREET INVESTMENT MANAGEMENT Service code 28 24 E. COTA STREET · SANTA BARBARA, CA 93101 | Investment Management | $7,263 |
Filed as: QDRO CONSULTANTS CO LLC Service code 13 3071 PEARL ROAD · MEDINA, OH 44256 | Contract Administrator | $300 |
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 | $292,081 | $49,915+485.2% | $154,803+88.7% | $74,304+293.1% |
| Participation rate | 98.9% | 54.0%+45.0pp | 78.1%+20.9pp | 60.3%+38.6pp |
| Annual return | 14.25% | 34.06%-19.8pp | 58.88%-44.6pp | 29.43%-15.2pp |
| Employer contribution / active EE | $5,587 | $1,611+246.7% | $4,305+29.8% | $2,241+149.3% |
| Participant deferral / active EE | $9,438 | $2,255+318.6% | $5,540+70.3% | $3,767+150.5% |
| Admin fee / account holder | $403 | $2,189-81.6% | $14,329-97.2% | $2,969-86.4% |