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 |
|---|---|---|
Service code 27 24 E COTA STREET · SANTA BARBARA, CA 93101 | Advisory (Plan) | $15,040 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,270 |
Filed as: WORLD INVESTMENT ADVISORS Service code 27 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $5,825 |
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 | $33,874 | $101,317-66.6% | $146,958-76.9% | $74,495-54.5% |
| Participation rate | 92.5% | 75.5%+17.0pp | 82.2%+10.4pp | 67.2%+25.3pp |
| Annual return | 18.14% | 8730.91%-8712.8pp | 418.34%-400.2pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $7,374 | $7,303+1.0% | $8,070-8.6% | $4,346+69.7% |
| Admin fee / account holder | $98 | $1,739-94.4% | $12,998-99.2% | $1,942-95.0% |