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 6-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 |
|---|---|---|
Service code 27 24 E COTA STREET · SANTA BARBARA, CA 93101 | Advisory (Plan) | $23,199 |
Filed as: WORLD INVESTMENT ADVISORS Service code 27 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $9,037 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,606 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,368 | $79,013-23.6% | $100,391-39.9% | $74,495-19.0% |
| Participation rate | 78.9% | 79.5%-0.6pp | 81.5%-2.6pp | 67.2%+11.7pp |
| Annual return | 19.46% | 20.41%-1.0pp | 49.20%-29.7pp | 1364.94%-1345.5pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $11,709 | $7,760+50.9% | $8,082+44.9% | $4,346+169.4% |
| Admin fee / account holder | $136 | $1,320-89.7% | $7,899-98.3% | $1,942-93.0% |