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 FUNDS4 years Filed as: COASTAL CAPITAL GROUP INC Service code 27 222 ROSEWOOD DR 11TH FL · DANVERS, MA 01923 | Advisory (Plan) | $120,000 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $78,115 |
QDRO CONSULTANTS COMPANY, LLC5+ 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 | $99,039 | $88,122+12.4% | $141,162-29.8% | $67,579+46.6% |
| Participation rate | 92.7% | 76.5%+16.3pp | 82.5%+10.2pp | 71.3%+21.4pp |
| Annual return | 24.28% | 75.40%-51.1pp | 71.39%-47.1pp | 378.56%-354.3pp |
| Employer contribution / active EE | $3,009 | $3,224-6.7% | $4,735-36.5% | $2,148+40.1% |
| Participant deferral / active EE | $9,355 | $5,958+57.0% | $6,709+39.4% | $3,539+164.3% |
| Admin fee / account holder | $125 | $131-4.8% | $10,261-98.8% | $142-12.4% |