Filed February 10, 2011 (most recent of 3 filings on file)
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) | $21,243 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,742 | $58,879-37.6% | $178,490-79.4% | $73,488-50.0% |
| Participation rate | 69.7% | 66.2%+3.4pp | 81.9%-12.3pp | 70.7%-1.0pp |
| Annual return | 18.34% | 24.86%-6.5pp | 151.07%-132.7pp | 28.51%-10.2pp |
| Employer contribution / active EE | $1,307 | $2,236-41.5% | $5,011-73.9% | $2,270-42.4% |
| Participant deferral / active EE | $3,826 | $2,567+49.0% | $5,202-26.4% | $3,740+2.3% |
| Admin fee / account holder | $12 | $400-96.9% | $13,984-99.9% | $513-97.6% |