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: RICHARDS INC.TRG Service code 27 48 HARRIS PL. · BRATTLEBORO, VT 05302 | Advisory (Plan) | $37,266 |
WELLS THOMAS, LLC3 years Service code 13 469 W MAIN ST · BRANFORD, CT 06405 | Contract Administrator | $9,139 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $3,017 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $93,626 | $78,485+19.3% | $106,213-11.9% | $74,495+25.7% |
| Participation rate | 72.9% | 72.8%+0.1pp | 75.3%-2.4pp | 67.2%+5.7pp |
| Annual return | 11.75% | 15.95%-4.2pp | 116.14%-104.4pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $637 | $2,523-74.8% | $3,171-79.9% | $2,623-75.7% |
| Participant deferral / active EE | $2,485 | $4,322-42.5% | $5,016-50.5% | $4,346-42.8% |
| Admin fee / account holder | $229 | $2,232-89.8% | $11,033-97.9% | $1,942-88.2% |