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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 |
|---|---|---|
Service code 26 7474 N. FIGUEROA ST · LOS ANGELES, CA 90041 | Advisory (Participants) | $65,954 |
CALIFORNIA PENSION ADMIN9 years Service code 14 · EIN 95-2792979 1 ORCHARD ROAD STE 220 · LAKE FOREST, CA 92630 | Plan Administrator | $16,915 |
MG TRUST LLC & MSCS LLC9 years Service code 19 · EIN 75-3182674 717 17TH ST, STE. 1300 · DENVER, CO 80202 | Securities Custodian | $11,858 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,266 | $80,724+88.6% | $103,333+47.4% | $74,495+104.4% |
| Participation rate | 79.2% | 65.7%+13.6pp | 74.5%+4.7pp | 67.2%+12.0pp |
| Annual return | 9.84% | 27.56%-17.7pp | 24.88%-15.0pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $13,711 | $3,157+334.3% | $3,868+254.5% | $2,623+422.7% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $488 | $2,368-79.4% | $8,355-94.2% | $1,942-74.9% |