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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 |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $29,615 |
Filed as: PACIFIC CAPITAL CO Service code 27 1881 CALIFORNIA AVE · CORONA, CA 92881 | Advisory (Plan) | $19,833 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,024 | $55,790-53.4% | $76,817-66.1% | $67,579-61.5% |
| Participation rate | 93.4% | 71.1%+22.3pp | 72.1%+21.3pp | 71.3%+22.1pp |
| Annual return | 19.97% | 64.45%-44.5pp | 1166.11%-1146.1pp | 378.56%-358.6pp |
| Employer contribution / active EE | $1,388 | $1,810-23.3% | $2,302-39.7% | $2,148-35.4% |
| Participant deferral / active EE | $2,468 | $2,875-14.1% | $3,336-26.0% | $3,539-30.3% |
| Admin fee / account holder | $161 | $159+1.2% | $6,420-97.5% | $142+13.2% |