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 |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $34,706 |
Filed as: PACIFIC CAPITAL CO Service code 27 1881 CALIFORNIA AVE · CORONA, CA 92881 | Advisory (Plan) | $29,896 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,596 | $56,503-45.9% | $70,092-56.3% | $64,808-52.8% |
| Participation rate | 95.2% | 70.5%+24.8pp | 70.5%+24.8pp | 71.5%+23.8pp |
| Annual return | -15.39% | -13.44%-2.0pp | 190.73%-206.1pp | 32.82%-48.2pp |
| Employer contribution / active EE | $1,810 | $2,046-11.5% | $2,559-29.3% | $2,506-27.8% |
| Participant deferral / active EE | $3,260 | $3,389-3.8% | $3,849-15.3% | $4,310-24.4% |
| Admin fee / account holder | $202 | $160+25.9% | $6,267-96.8% | $188+7.5% |