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 RETIREMENT PLANS, INC.10+ years Filed as: CALIFORNIA PENSION ADMINISTRATORS Service code 13 · EIN 95-2792979 1 ORCHARD ROAD STE 220 · LAKE FOREST, CA 92630 | Contract Administrator | $47,684 |
DEREK RILEY1 year Filed as: J DEREK LEWIS & ASSOCIATES Service code 27 1001 DOVE ST STE 155 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $17,100 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,025 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,051 | $79,171+36.5% | $102,423+5.5% | $74,495+45.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 15.50% | 54.93%-39.4pp | 29.32%-13.8pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $4,419 | $2,362+87.1% | $3,023+46.2% | $2,623+68.5% |
| Participant deferral / active EE | $7,858 | $4,415+78.0% | $5,053+55.5% | $4,346+80.8% |
| Admin fee / account holder | $134 | $2,001-93.3% | $9,451-98.6% | $1,942-93.1% |