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 |
|---|---|---|
Filed as: PACIFIC CAPITAL CO Service code 27 1881 CALIFORNIA AVE · CORONA, CA 92881 | Advisory (Plan) | $45,531 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $36,365 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,569 | $117,025-64.5% | $91,541-54.6% | $85,563-51.4% |
| Participation rate | 91.8% | 64.2%+27.5pp | 69.8%+22.0pp | 66.0%+25.8pp |
| Annual return | 19.42% | 18.02%+1.4pp | 20.50%-1.1pp | 31.51%-12.1pp |
| Employer contribution / active EE | $1,898 | $2,120-10.5% | $2,505-24.2% | $2,654-28.5% |
| Participant deferral / active EE | $3,137 | $3,446-9.0% | $4,008-21.7% | $4,375-28.3% |
| Admin fee / account holder | $194 | $1,242-84.4% | $6,956-97.2% | $834-76.7% |