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 9-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 |
|---|---|---|
Filed as: CALIFORNIA PENSION ADMINISTRATORS Service code 13 · EIN 95-2792979 1 ORCHARD RD, STE. 220 · LAKE FOREST, CA 92630 | Contract Administrator | $980 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $5,474 | $23,224-76.4% | $71,086-92.3% | $55,725-90.2% |
| Participation rate | 26.8% | 37.9%-11.1pp | 54.7%-27.9pp | 70.9%-44.1pp |
| Annual return | 35.22% | -2.87%+38.1pp | 650.59%-615.4pp | 244.93%-209.7pp |
| Employer contribution / active EE | $0 | $436-100.0% | $1,088-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,071 | $929+15.3% | $1,874-42.8% | $3,356-68.1% |
| Admin fee / account holder | $39 | $118-67.2% | $3,082-98.7% | $115-66.4% |