Filed June 28, 2024
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 5-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) | $17,248 |
JPMORGAN INVEST HOLDINGS LLC2+ years Service code 64 | Recordkeeping Fees | $2,598 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,102 | $104,475-32.9% | $159,436-56.0% | $79,386-11.7% |
| Participation rate | 70.5% | 76.6%-6.1pp | 82.8%-12.3pp | 70.7%-0.2pp |
| Annual return | 15.94% | 67.95%-52.0pp | 263.57%-247.6pp | 116.85%-100.9pp |
| Employer contribution / active EE | $1,697 | $3,417-50.3% | $4,829-64.9% | $2,427-30.1% |
| Participant deferral / active EE | $6,106 | $6,467-5.6% | $7,352-16.9% | $4,046+50.9% |
| Admin fee / account holder | $207 | $711-70.9% | $10,799-98.1% | $626-66.9% |