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) | $40,847 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,304 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS - KRAVITZ Service code 13 16030 VENTURA BLVD STE 200 · ENCINO, CA 91436 | Contract Administrator | $10,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $130,800 | $61,052+114.2% | $142,863-8.4% | $79,386+64.8% |
| Participation rate | 78.7% | 60.1%+18.6pp | 71.9%+6.8pp | 70.7%+8.0pp |
| Annual return | 13.95% | 16.02%-2.1pp | 5637.54%-5623.6pp | 116.85%-102.9pp |
| Employer contribution / active EE | $0 | $1,481-100.0% | $4,144-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $6,928 | $2,879+140.6% | $3,837+80.6% | $4,046+71.3% |
| Admin fee / account holder | $289 | $659-56.2% | $6,560-95.6% | $626-53.9% |