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) | $39,810 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $14,844 |
Filed as: KRAVITZ, INC. Service code 17 | Pension Consulting | $10,000 |
Filed as: KRAVITZ, LLC Service code 17 C/O FUTUREPLAN ENCINO · KANSAS CITY, MO 64121 | Pension Consulting | $0 |
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 | $126,383 | $53,901+134.5% | $134,143-5.8% | $73,488+72.0% |
| Participation rate | 85.2% | 62.8%+22.4pp | 72.2%+13.0pp | 70.7%+14.5pp |
| Annual return | 14.02% | 15.82%-1.8pp | 36.33%-22.3pp | 28.51%-14.5pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $3,704-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,579 | $2,739+140.2% | $3,499+88.0% | $3,740+75.9% |
| Admin fee / account holder | $517 | $581-10.9% | $6,684-92.3% | $513+0.8% |