Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 28 800. SO FIGUERO STREET · LOS ANGELES, CA 90017 | Investment Management | $18,958 |
ERIK/MORGAN1 year Filed as: ERIK P JUSTESEN Service code 25 RRM DESIGN · SAN LUIS OBISPO, CA 93401 | Directed Trustee | $15,000 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,564 | $55,449-64.7% | $83,831-76.7% | $56,289-65.2% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | 2.24% | -1.38%+3.6pp | 850.99%-848.8pp | -9.96%+12.2pp |
| Employer contribution / active EE | $8,403 | $2,430+245.8% | $3,631+131.4% | $2,111+298.0% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $253 | $656-61.4% | $5,479-95.4% | $521-51.4% |