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 |
|---|---|---|
Filed as: FIDELITY INV INST OPERATIONS COMP Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $667 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $598 |
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 | $39,090 | $58,879-33.6% | $178,490-78.1% | $73,488-46.8% |
| Participation rate | 78.4% | 66.2%+12.1pp | 81.9%-3.6pp | 70.7%+7.7pp |
| Annual return | 13.96% | 24.86%-10.9pp | 151.07%-137.1pp | 28.51%-14.6pp |
| Employer contribution / active EE | $910 | $2,236-59.3% | $5,011-81.8% | $2,270-59.9% |
| Participant deferral / active EE | $1,090 | $2,567-57.5% | $5,202-79.0% | $3,740-70.9% |
| Admin fee / account holder | $18 | $400-95.6% | $13,984-99.9% | $513-96.6% |