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) | $27,532 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,892 |
TRUOG-RYDING COMPANY, INC.3 years Filed as: TRUOG-RYDING COMPANY INC. Service code 13 | Contract Administrator | $10,000 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,596 |
TRUOG-RYDING COMPANY, INC.3 years Service code 13 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $113,613 | $62,573+81.6% | $85,682+32.6% | $85,850+32.3% |
| Participation rate | 91.9% | 61.1%+30.7pp | 69.9%+22.0pp | 69.3%+22.5pp |
| Annual return | 11.39% | 23.77%-12.4pp | 21.49%-10.1pp | 318.53%-307.1pp |
| Employer contribution / active EE | $5,997 | $1,757+241.4% | $2,618+129.0% | $2,565+133.8% |
| Participant deferral / active EE | $5,311 | $2,802+89.5% | $3,923+35.4% | $3,952+34.4% |
| Admin fee / account holder | $446 | $4,640-90.4% | $6,873-93.5% | $6,260-92.9% |