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 8-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 |
|---|---|---|
INFINEX INVESTMENTS INC3 years Service code 27 538 PRESTON AVE · MERIDEN, CT 06450 | Advisory (Plan) | $39,340 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $23,896 |
Filed as: TRANSITION FINANCE STRATEGIES Service code 13 154 HANSEN RD SUITE 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $4,713 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,608 | $78,275+22.1% | $109,143-12.4% | $86,799+10.1% |
| Participation rate | 92.9% | 73.8%+19.0pp | 75.9%+17.0pp | 72.3%+20.6pp |
| Annual return | 65.54% | 19.14%+46.4pp | 25.75%+39.8pp | 97.91%-32.4pp |
| Employer contribution / active EE | $1,922 | $3,105-38.1% | $3,722-48.4% | $2,405-20.1% |
| Participant deferral / active EE | $4,657 | $3,641+27.9% | $4,653+0.1% | $4,131+12.7% |
| Admin fee / account holder | $188 | $198-5.1% | $6,752-97.2% | $170+11.1% |