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) | $33,000 |
WELLS THOMAS, LLC1 year Service code 13 469 W MAIN ST · BRANFORD, CT 06405 | Contract Administrator | $3,457 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,937 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,456 | $72,607-16.7% | $90,749-33.4% | $66,914-9.7% |
| Participation rate | 72.9% | 73.7%-0.8pp | 75.7%-2.8pp | 69.8%+3.1pp |
| Annual return | -14.37% | -12.28%-2.1pp | -12.16%-2.2pp | 1.58%-15.9pp |
| Employer contribution / active EE | $670 | $2,369-71.7% | $2,921-77.1% | $2,544-73.7% |
| Participant deferral / active EE | $2,478 | $3,977-37.7% | $4,564-45.7% | $4,237-41.5% |
| Admin fee / account holder | $133 | $707-81.2% | $8,445-98.4% | $593-77.6% |