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 |
|---|---|---|
Filed as: CALIFORNIA PENSION ADMINISTRATORS Service code 14 · EIN 95-2792979 1 ORCHARD ROAD STE 220 · LAKE FOREST, CA 92630 | Plan Administrator | $11,085 |
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 | $64,302 | $54,320+18.4% | $67,652-5.0% | $52,331+22.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | 1.15% | 6.81%-5.7pp | 6625.04%-6623.9pp | 4.54%-3.4pp |
| Employer contribution / active EE | $2,218 | $1,544+43.7% | $2,266-2.1% | $1,882+17.9% |
| Participant deferral / active EE | $3,980 | $2,950+34.9% | $3,560+11.8% | $3,022+31.7% |
| Admin fee / account holder | $74 | $527-85.9% | $4,821-98.5% | $592-87.4% |