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 |
|---|---|---|
Service code 27 24 E COTA ST · SANTA BARABARA, CA 93101 | Advisory (Plan) | $12,903 |
AMERICAN FUNDS3 years Filed as: UP CAPITAL MANAGEMENT, INC. Service code 27 5905 GRANITE LAKE DRIVE · GRANITE BAY, CA 95746 | Advisory (Plan) | $10,053 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $137,402 | $88,083+56.0% | $164,813-16.6% | $74,495+84.4% |
| Participation rate | 90.6% | 73.0%+17.5pp | 78.6%+12.0pp | 67.2%+23.4pp |
| Annual return | 31.66% | 17.26%+14.4pp | 69.93%-38.3pp | 1364.94%-1333.3pp |
| Employer contribution / active EE | $2,515 | $2,593-3.0% | $4,341-42.1% | $2,623-4.1% |
| Participant deferral / active EE | $5,703 | $4,498+26.8% | $6,031-5.4% | $4,346+31.2% |
| Admin fee / account holder | $104 | $2,234-95.3% | $12,690-99.2% | $1,942-94.6% |