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 |
|---|---|---|
Filed as: PENSIONMARK Service code 27 24 E COTA STREET · SANTA BARBARA, CA 93101 | Advisory (Plan) | $16,180 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,210 |
Filed as: WORLD INVESTMENT ADVISORS Service code 27 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $5,233 |
ASCENSUS LLC2 years Filed as: FUTURE PLAN BY ASCENSUS Service code 15 415 8TH AVE NE · BRAINERD, MD 56401 | Recordkeeping | $1,500 |
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 | $67,152 | $51,576+30.2% | $129,207-48.0% | $80,856-16.9% |
| Participation rate | 98.5% | 57.0%+41.5pp | 69.6%+28.8pp | 67.6%+30.8pp |
| Annual return | 12.58% | 20.81%-8.2pp | 9417.33%-9404.8pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,708 | $1,584+7.9% | $4,153-58.9% | $2,755-38.0% |
| Participant deferral / active EE | $5,882 | $2,669+120.4% | $4,168+41.1% | $4,296+36.9% |
| Admin fee / account holder | $261 | $4,305-93.9% | $7,715-96.6% | $6,918-96.2% |