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 |
|---|---|---|
CALIFORNIA PENSION ADMIN1+ years Service code 15 · EIN 95-2792979 1 ORCHARD ROAD STE 220 · LAKE FOREST, CA 92630 | Recordkeeping | $24,057 |
MATRIX TRUST COMPANY1+ years Filed as: MATRIX SETTLEMENT AND CLEARANCE SER Service code 19 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $14,086 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $25,442 | $38,925-34.6% | $73,843-65.5% | $55,191-53.9% |
| Participation rate | 100.0% | 66.0%+34.0pp | 73.4%+26.6pp | 69.2%+30.8pp |
| Annual return | 0.15% | 6.31%-6.2pp | 2267.84%-2267.7pp | 10.78%-10.6pp |
| Employer contribution / active EE | $1,185 | $1,695-30.1% | $2,787-57.5% | $1,899-37.6% |
| Participant deferral / active EE | $2,263 | $2,351-3.7% | $3,583-36.8% | $3,046-25.7% |
| Admin fee / account holder | $51 | $83-38.5% | $4,880-99.0% | $91-43.9% |