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 |
|---|---|---|
Service code 26 7474 N. FIGUEROA ST · LOS ANGELES, CA 90041 | Advisory (Participants) | $21,903 |
CALIFORNIA PENSION ADMIN2 years Service code 14 · EIN 95-2792979 1 ORCHARD ROAD STE 220 · LAKE FOREST, CA 92630 | Plan Administrator | $15,175 |
MG TRUST LLC & MSCS LLC2 years Service code 19 · EIN 75-3182674 717 17TH ST, STE. 1300 · DENVER, CO 80202 | Securities Custodian | $7,303 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $68,572 | $58,726+16.8% | $92,233-25.7% | $62,292+10.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.19% | 43.62%-29.4pp | 176.28%-162.1pp | 28.90%-14.7pp |
| Employer contribution / active EE | $21,713 | $2,392+807.8% | $3,679+490.1% | $2,042+963.2% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $249 | $556-55.2% | $5,194-95.2% | $479-48.0% |