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 |
|---|---|---|
CALIFORNIA PENSION ADMIN5+ years Service code 15 · EIN 95-2792979 1 ORCHARD ROAD STE 220 · LAKE FOREST, CA 92630 | Recordkeeping | $31,974 |
MATRIX TRUST COMPANY5+ years Filed as: MATRIX SETTLEMENT AND CLEARANCE SER Service code 19 · EIN 75-3182674 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $22,495 |
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 | $29,588 | $54,237-45.4% | $90,281-67.2% | $67,579-56.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 71.3%+28.7pp |
| Annual return | 19.50% | 37.27%-17.8pp | 78.10%-58.6pp | 378.56%-359.1pp |
| Employer contribution / active EE | $1,567 | $1,846-15.1% | $2,854-45.1% | $2,148-27.0% |
| Participant deferral / active EE | $2,472 | $2,625-5.8% | $3,885-36.4% | $3,539-30.2% |
| Admin fee / account holder | $51 | $123-58.5% | $5,351-99.0% | $142-64.0% |