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 10-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 |
|---|---|---|
CROSSPLANS1 year Service code 13 23041 AVENIDA DE LA CARLOTA, SUITE · LAGUNA HILLS, CA 92653 | Contract Administrator | $2,825 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $896 |
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 | $49,705 | $58,726-15.4% | $92,233-46.1% | $62,292-20.2% |
| Participation rate | 92.3% | 68.3%+24.0pp | 76.5%+15.9pp | 69.5%+22.8pp |
| Annual return | 17.88% | 43.62%-25.7pp | 176.28%-158.4pp | 28.90%-11.0pp |
| Employer contribution / active EE | $2,102 | $2,392-12.1% | $3,679-42.9% | $2,042+2.9% |
| Participant deferral / active EE | $5,067 | $2,766+83.2% | $3,897+30.0% | $3,169+59.9% |
| Admin fee / account holder | $248 | $556-55.4% | $5,194-95.2% | $479-48.2% |