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 |
|---|---|---|
SETAWAY LLC2 years Service code 13 | Contract Administrator | $9,252 |
Filed as: CREATIVE PENSION CONSULTANTS Service code 99 433 NEW KARNER ROAD · ALBANY, NY 122053809 | Other Fees | $975 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $963 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,425 | $77,660-29.9% | $109,143-50.1% | $79,386-31.4% |
| Participation rate | 38.5% | 67.8%-29.3pp | 75.9%-37.4pp | 70.7%-32.2pp |
| Annual return | 15.29% | 23.44%-8.1pp | 25.75%-10.5pp | 116.85%-101.6pp |
| Employer contribution / active EE | $1,048 | $2,797-62.5% | $3,722-71.8% | $2,427-56.8% |
| Participant deferral / active EE | $2,122 | $3,518-39.7% | $4,653-54.4% | $4,046-47.5% |
| Admin fee / account holder | $28 | $732-96.2% | $6,752-99.6% | $626-95.6% |