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 7-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, STE · SANTA BARBARA, CA 93101 | Advisory (Plan) | $33,516 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP INC. Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $13,560 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN Service code 15 200 DRYDEN RD · DRESHER, PA 19025 | Recordkeeping | $5,208 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $175,728 | $49,451+255.4% | $79,550+120.9% | $66,914+162.6% |
| Participation rate | 77.3% | 61.3%+16.0pp | 69.5%+7.9pp | 69.8%+7.5pp |
| Annual return | -16.85% | 84.25%-101.1pp | 0.16%-17.0pp | 1.58%-18.4pp |
| Employer contribution / active EE | $2,694 | $1,266+112.9% | $2,413+11.6% | $2,544+5.9% |
| Participant deferral / active EE | $7,664 | $3,159+142.6% | $3,985+92.3% | $4,237+80.9% |
| Admin fee / account holder | $327 | $595-45.0% | $6,832-95.2% | $593-44.8% |