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) | $42,668 |
CALIFORNIA PENSION ADMIN4 years Service code 14 · EIN 95-2792979 1 ORCHARD ROAD STE 220 · LAKE FOREST, CA 92630 | Plan Administrator | $16,819 |
MG TRUST LLC & MSCS LLC4 years Service code 19 · EIN 75-3182674 717 17TH ST, STE. 1300 · DENVER, CO 80202 | Securities Custodian | $11,657 |
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 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 | $83,326 | $63,114+32.0% | $92,893-10.3% | $65,185+27.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 15.22% | 28.75%-13.5pp | 109.41%-94.2pp | 29.38%-14.2pp |
| Employer contribution / active EE | $14,314 | $2,571+456.9% | $3,653+291.9% | $2,177+557.6% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $359 | $624-42.4% | $5,794-93.8% | $847-57.6% |