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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.
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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) | $31,103 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $17,347 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN (ASCENSUS) Service code 13 200 DRYDEN RD · DRESHER, PA 19025 | Contract Administrator | $6,948 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $25 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,824 | $54,701+237.9% | $86,188+114.4% | $71,457+158.6% |
| Participation rate | 77.1% | 60.1%+17.0pp | 69.0%+8.2pp | 67.9%+9.2pp |
| Annual return | 18.18% | 20.06%-1.9pp | 1168.45%-1150.3pp | 28.85%-10.7pp |
| Employer contribution / active EE | $3,045 | $1,265+140.7% | $2,380+27.9% | $2,588+17.7% |
| Participant deferral / active EE | $8,844 | $3,108+184.5% | $3,985+121.9% | $4,289+106.2% |
| Admin fee / account holder | $396 | $1,922-79.4% | $6,852-94.2% | $1,587-75.1% |