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 ADMIN3+ years Service code 15 · EIN 95-2792979 1 ORCHARD ROAD STE 220 · LAKE FOREST, CA 92630 | Recordkeeping | $20,602 |
MATRIX TRUST COMPANY3+ years Filed as: MATRIX SETTLEMENT AND CLEARANCE SER Service code 19 · EIN 75-3182674 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $17,556 |
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 | $27,863 | $46,100-39.6% | $86,590-67.8% | $69,631-60.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 73.5%+26.5pp | 70.7%+29.3pp |
| Annual return | 14.51% | 21.02%-6.5pp | 964.84%-950.3pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $1,244 | $1,850-32.8% | $2,839-56.2% | $2,032-38.8% |
| Participant deferral / active EE | $2,219 | $2,432-8.8% | $3,609-38.5% | $3,224-31.2% |
| Admin fee / account holder | $43 | $94-54.0% | $4,906-99.1% | $110-60.9% |