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 FUNDS3 years Filed as: COASTAL CAPITAL GROUP INC Service code 27 222 ROSEWOOD DR 11TH FL · DANVERS, MA 01923 | Advisory (Plan) | $118,829 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $15,869 |
QDRO CONSULTANTS COMPANY, LLC4+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
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 | $82,048 | $88,874-7.7% | $123,544-33.6% | $75,289+9.0% |
| Participation rate | 92.7% | 75.9%+16.8pp | 82.3%+10.4pp | 72.4%+20.3pp |
| Annual return | -4.72% | 4.22%-8.9pp | 119.20%-123.9pp | -0.04%-4.7pp |
| Employer contribution / active EE | $3,036 | $3,256-6.8% | $4,628-34.4% | $2,405+26.2% |
| Participant deferral / active EE | $8,906 | $6,174+44.3% | $6,426+38.6% | $3,739+138.2% |
| Admin fee / account holder | $83 | $95-12.5% | $9,284-99.1% | $102-19.2% |