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 |
|---|---|---|
AMERICAN FUNDS2 years Filed as: COASTAL CAPITAL GROUP INC Service code 27 222 ROSEWOOD DR 11TH FL · DANVERS, MA 01923 | Advisory (Plan) | $121,557 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $17,695 |
QDRO CONSULTANTS COMPANY, LLC3+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $90,330 | $96,458-6.4% | $136,294-33.7% | $77,958+15.9% |
| Participation rate | 91.9% | 75.4%+16.6pp | 81.9%+10.0pp | 71.6%+20.3pp |
| Annual return | 20.07% | 23.78%-3.7pp | 5155.94%-5135.9pp | 20.87%-0.8pp |
| Employer contribution / active EE | $2,437 | $3,144-22.5% | $4,695-48.1% | $2,310+5.5% |
| Participant deferral / active EE | $8,579 | $5,902+45.3% | $6,247+37.3% | $3,537+142.6% |
| Admin fee / account holder | $86 | $80+6.9% | $9,243-99.1% | $97-11.7% |