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 | $19,452 |
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 | $73,699 | $60,165+22.5% | $74,183-0.7% | $55,167+33.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 6.93% | 10.00%-3.1pp | 17.74%-10.8pp | 169.23%-162.3pp |
| Employer contribution / active EE | $2,351 | $1,600+47.0% | $2,370-0.8% | $1,963+19.8% |
| Participant deferral / active EE | $4,430 | $2,973+49.0% | $3,550+24.8% | $3,054+45.1% |
| Admin fee / account holder | $132 | $419-68.4% | $5,586-97.6% | $504-73.7% |