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 ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $17,824 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,105 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,956 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,143 | $79,694-73.5% | $96,139-78.0% | $79,386-73.4% |
| Participation rate | 80.8% | 54.0%+26.8pp | 68.4%+12.3pp | 70.7%+10.1pp |
| Annual return | 10.44% | 40.84%-30.4pp | 191.94%-181.5pp | 116.85%-106.4pp |
| Employer contribution / active EE | $1,251 | $1,443-13.3% | $2,797-55.3% | $2,427-48.5% |
| Participant deferral / active EE | $2,747 | $2,539+8.2% | $4,349-36.8% | $4,046-32.1% |
| Admin fee / account holder | $144 | $630-77.1% | $5,537-97.4% | $626-76.9% |