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 ADMIN2+ years Service code 15 · EIN 95-2792979 1 ORCHARD ROAD STE 220 · LAKE FOREST, CA 92630 | Recordkeeping | $16,852 |
MATRIX TRUST COMPANY2+ years Filed as: MATRIX SETTLEMENT AND CLEARANCE SER Service code 19 · EIN 75-3182674 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $15,774 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,752 | $39,859-35.4% | $78,689-67.3% | $57,658-55.3% |
| Participation rate | 89.7% | 66.1%+23.6pp | 73.6%+16.2pp | 70.2%+19.5pp |
| Annual return | 6.39% | 18.96%-12.6pp | 62.18%-55.8pp | 5.13%+1.3pp |
| Employer contribution / active EE | $1,016 | $1,786-43.1% | $2,851-64.4% | $1,974-48.5% |
| Participant deferral / active EE | $1,967 | $2,248-12.5% | $3,517-44.1% | $3,061-35.7% |
| Admin fee / account holder | $40 | $76-47.1% | $4,510-99.1% | $95-57.3% |