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) | $18,700 |
JPMORGAN INVEST HOLDINGS LLC3+ years Service code 64 | Recordkeeping Fees | $3,743 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,686 | $84,487-22.3% | $125,339-47.6% | $66,914-1.8% |
| Participation rate | 58.8% | 76.4%-17.6pp | 82.4%-23.6pp | 69.8%-11.0pp |
| Annual return | -14.86% | -8.39%-6.5pp | 572.05%-586.9pp | 1.58%-16.4pp |
| Employer contribution / active EE | $2,759 | $3,553-22.4% | $4,814-42.7% | $2,544+8.4% |
| Participant deferral / active EE | $5,481 | $6,781-19.2% | $7,446-26.4% | $4,237+29.4% |
| Admin fee / account holder | $218 | $685-68.1% | $10,010-97.8% | $593-63.2% |