Filed August 14, 1995
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 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $32,881 |
Filed as: COTA STREET INVESTMENT MANAGEMENT Service code 28 24 E. COTA STREET · SANTA BARBARA, CA 93101 | Investment Management | $26,446 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,098 |
ALLIANCE BENEFIT GROUP3 years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 13 7908 N SAM HOUSTON PKWY W · HOUSTON, TX 77064 | Contract Administrator | $4,111 |
Filed as: AKIN, DOHERTY, KLEIN & FEUGE,P.C Service code 99 8610 N NEW BRAUNFELS AVE · SAN ANTONIO, TX 78217 | Other Fees | $847 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,420 | $96,484-45.7% | $156,263-66.5% | $74,304-29.5% |
| Participation rate | 97.9% | 67.7%+30.2pp | 78.9%+19.0pp | 60.3%+37.5pp |
| Annual return | 9.80% | 17.73%-7.9pp | 59.47%-49.7pp | 29.43%-19.6pp |
| Employer contribution / active EE | $1,240 | $2,528-51.0% | $4,333-71.4% | $2,241-44.7% |
| Participant deferral / active EE | $2,784 | $4,286-35.0% | $6,158-54.8% | $3,767-26.1% |
| Admin fee / account holder | $427 | $3,728-88.5% | $14,255-97.0% | $2,969-85.6% |