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) | $56,116 |
CALIFORNIA PENSION ADMIN8 years Service code 14 · EIN 95-2792979 1 ORCHARD ROAD STE 220 · LAKE FOREST, CA 92630 | Plan Administrator | $24,424 |
MG TRUST LLC & MSCS LLC8 years Service code 19 · EIN 75-3182674 717 17TH ST, STE. 1300 · DENVER, CO 80202 | Securities Custodian | $10,835 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $127,065 | $76,670+65.7% | $96,683+31.4% | $71,457+77.8% |
| Participation rate | 79.4% | 66.6%+12.8pp | 74.3%+5.1pp | 67.9%+11.5pp |
| Annual return | 13.61% | 48.29%-34.7pp | 35.69%-22.1pp | 28.85%-15.2pp |
| Employer contribution / active EE | $13,663 | $3,031+350.7% | $3,737+265.6% | $2,588+428.0% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $423 | $2,028-79.1% | $6,730-93.7% | $1,587-73.3% |