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 | $7,469 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $76,364 | $59,186+29.0% | $76,768-0.5% | $56,287+35.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -5.81% | 6.62%-12.4pp | 2.43%-8.2pp | -9.96%+4.1pp |
| Employer contribution / active EE | $2,394 | $1,759+36.1% | $2,485-3.7% | $2,111+13.4% |
| Participant deferral / active EE | $4,809 | $3,255+47.7% | $3,852+24.9% | $3,350+43.6% |
| Admin fee / account holder | $69 | $489-85.8% | $6,675-99.0% | $521-86.7% |