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) | $20,810 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,504 |
Filed as: COTA STREET INVESTMENT MANAGEMENT Service code 28 24 E. COTA STREET, STE. 200 · SANTA BARBARA, CA 93101 | Investment Management | $6,819 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,628 | $70,879-45.5% | $189,557-79.6% | $79,386-51.3% |
| Participation rate | 39.2% | 68.0%-28.8pp | 78.4%-39.3pp | 70.7%-31.5pp |
| Annual return | 15.74% | 20.70%-5.0pp | 64.17%-48.4pp | 116.85%-101.1pp |
| Employer contribution / active EE | $700 | $1,806-61.2% | $4,412-84.1% | $2,427-71.2% |
| Participant deferral / active EE | $1,153 | $4,081-71.7% | $6,174-81.3% | $4,046-71.5% |
| Admin fee / account holder | $320 | $647-50.5% | $9,807-96.7% | $626-48.8% |