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 |
|---|---|---|
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 717 17TH ST STE 1300 · DENVER, CO 80202 | Securities Custodian | $9,377 |
Filed as: CALIFORNIA PENSION ADMINISTRATORS Service code 15 · EIN 95-2792979 1 ORCHARD RD., STE. 220 · LAKE FOREST, CA 92630 | Recordkeeping | $7,565 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $69,933 | $95,274-26.6% | $135,903-48.5% | $74,419-6.0% |
| Participation rate | 81.8% | 78.2%+3.7pp | 81.9%-0.1pp | 70.7%+11.1pp |
| Annual return | 19.15% | 32.77%-13.6pp | 68.23%-49.1pp | 34.38%-15.2pp |
| Employer contribution / active EE | $0 | $3,874-100.0% | $4,856-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $15,638 | $7,782+101.0% | $7,758+101.6% | $4,528+245.4% |
| Admin fee / account holder | $52 | $266-80.5% | $10,762-99.5% | $348-85.1% |