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) | $37,167 |
MG TRUST LLC & MSCS LLC5 years Service code 19 · EIN 75-3182674 717 17TH ST, STE. 1300 · DENVER, CO 80202 | Securities Custodian | $13,610 |
CALIFORNIA PENSION ADMIN5 years Service code 14 · EIN 95-2792979 1 ORCHARD ROAD STE 220 · LAKE FOREST, CA 92630 | Plan Administrator | $7,950 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $104,825 | $69,362+51.1% | $101,248+3.5% | $73,488+42.6% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 13.16% | 18.46%-5.3pp | 46.47%-33.3pp | 28.51%-15.4pp |
| Employer contribution / active EE | $1,711 | $2,628-34.9% | $3,660-53.2% | $2,270-24.6% |
| Participant deferral / active EE | $15,345 | $3,300+365.0% | $4,370+251.1% | $3,740+310.3% |
| Admin fee / account holder | $346 | $704-50.9% | $5,945-94.2% | $513-32.6% |