Filed January 19, 2021
Total covered: 18 employees
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 STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $15,474 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,109 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,238 |
Filed as: COTA STREET INVESTMENT MANAGEMENT Service code 28 24 E. COTA STREET · SANTA BARBARA, CA 93101 | Investment Management | $4 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,804 | $56,152-41.6% | $185,823-82.3% | $73,409-55.3% |
| Participation rate | 37.3% | 67.6%-30.3pp | 78.0%-40.7pp | 72.2%-34.9pp |
| Annual return | 16.75% | 17.59%-0.8pp | 35.95%-19.2pp | 59.29%-42.5pp |
| Employer contribution / active EE | $518 | $1,532-66.2% | $4,087-87.3% | $2,234-76.8% |
| Participant deferral / active EE | $1,052 | $3,659-71.3% | $5,632-81.3% | $3,805-72.4% |
| Admin fee / account holder | $253 | $132+91.5% | $9,500-97.3% | $158+60.1% |