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 |
|---|---|---|
ACAP ASSET MANAGEMENT, INC.10+ years Service code 27 16133 VENTURA BLVD · ENCINO, CA 91436 | Advisory (Plan) | $101,932 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $29,689 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $89,440 | $79,013+13.2% | $100,391-10.9% | $74,495+20.1% |
| Participation rate | 96.0% | 79.5%+16.5pp | 81.5%+14.5pp | 67.2%+28.8pp |
| Annual return | 13.85% | 20.41%-6.6pp | 49.20%-35.4pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $2,313 | $3,021-23.4% | $3,942-41.3% | $2,623-11.8% |
| Participant deferral / active EE | $7,556 | $7,760-2.6% | $8,082-6.5% | $4,346+73.9% |
| Admin fee / account holder | $433 | $1,320-67.2% | $7,899-94.5% | $1,942-77.7% |