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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.
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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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $29,514 |
Filed as: PACIFIC CAPITAL CO Service code 27 1881 CALIFORNIA AVE · CORONA, CA 92881 | Advisory (Plan) | $23,284 |
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 | $28,597 | $61,473-53.5% | $81,930-65.1% | $73,409-61.0% |
| Participation rate | 94.7% | 72.4%+22.3pp | 72.0%+22.7pp | 72.2%+22.5pp |
| Annual return | 15.36% | 28.26%-12.9pp | 29.49%-14.1pp | 59.29%-43.9pp |
| Employer contribution / active EE | $1,627 | $1,898-14.3% | $4,310-62.3% | $2,234-27.2% |
| Participant deferral / active EE | $2,737 | $3,080-11.2% | $7,107-61.5% | $3,805-28.1% |
| Admin fee / account holder | $153 | $125+22.0% | $5,158-97.0% | $158-3.1% |