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 13 · EIN 95-2792979 1 ORCHARD ROAD STE 220 · LAKE FOREST, CA 92630 | Contract Administrator | $4,188 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,912 |
LT TRUST COMPANY1 year Filed as: MG TRUST COMPANY LLC Service code 99 PO BOX 1800 · DENVER, CO 80202 | Other Fees | $150 |
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 | $78,568 | $65,376+20.2% | $87,100-9.8% | $65,185+20.5% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 20.14% | 31.27%-11.1pp | 28.19%-8.0pp | 29.38%-9.2pp |
| Employer contribution / active EE | $2,482 | $1,822+36.2% | $2,521-1.6% | $2,177+14.0% |
| Participant deferral / active EE | $5,171 | $3,388+52.6% | $4,049+27.7% | $3,514+47.2% |
| Admin fee / account holder | $115 | $520-77.9% | $7,497-98.5% | $847-86.4% |