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 STREET, SUITE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $19,418 |
Filed as: TRUOG-RYDING COMPANY INC. Service code 13 | Contract Administrator | $7,767 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,143 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,517 |
Service code 13 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $900 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $89,785 | $55,706+61.2% | $75,886+18.3% | $72,985+23.0% |
| Participation rate | 83.9% | 61.1%+22.8pp | 69.3%+14.6pp | 69.5%+14.4pp |
| Annual return | 18.99% | 27.59%-8.6pp | 30.76%-11.8pp | 81.00%-62.0pp |
| Employer contribution / active EE | $2,870 | $1,687+70.2% | $2,500+14.8% | $2,440+17.6% |
| Participant deferral / active EE | $4,288 | $2,634+62.8% | $3,603+19.0% | $3,607+18.9% |
| Admin fee / account holder | $280 | $3,978-93.0% | $5,418-94.8% | $5,124-94.5% |