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: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $575 |
ABACUS BENEFIT CONSULTANTS INC5 years Service code 13 55 STAMP FARM ROAD · CRANSTON, RI 029213401 | Contract Administrator | $300 |
ASCENSUS LLC1 year Filed as: MAP RETIREMENT USA LLC Service code 13 W6180 AEROTECH DR · APPLETON, WI 54914 | Contract Administrator | $75 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $75,448 | $46,292+63.0% | $143,757-47.5% | $64,808+16.4% |
| Participation rate | 22.5% | 64.2%-41.7pp | 80.3%-57.8pp | 71.5%-49.0pp |
| Annual return | -13.17% | -10.05%-3.1pp | -0.04%-13.1pp | 32.82%-46.0pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,391 | $2,646-47.4% | $5,637-75.3% | $4,310-67.7% |
| Admin fee / account holder | $8 | $154-94.5% | $14,673-99.9% | $188-95.5% |