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 STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $34,295 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $13,593 |
Filed as: KRAVITZ, INC. Service code 17 | Pension Consulting | $10,000 |
Filed as: KRAVITZ, LLC Service code 17 16030 VENTURA BLVD. STE 200 · ENCINO, CA 914363014 | Pension Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $104,008 | $47,648+118.3% | $130,648-20.4% | $67,579+53.9% |
| Participation rate | 69.5% | 60.4%+9.0pp | 71.7%-2.3pp | 71.3%-1.8pp |
| Annual return | 21.72% | 25.73%-4.0pp | 1708.96%-1687.2pp | 378.56%-356.8pp |
| Employer contribution / active EE | $0 | $1,408-100.0% | $4,092-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $5,392 | $2,616+106.1% | $3,603+49.7% | $3,539+52.4% |
| Admin fee / account holder | $448 | $105+326.6% | $5,464-91.8% | $142+214.9% |