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 8-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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $338 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 49 · EIN 26-4310632 | Other Services | $3 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $41,216 | $76,367-46.0% | $93,606-56.0% | $72,985-43.5% |
| Participation rate | 96.7% | 71.7%+24.9pp | 75.8%+20.8pp | 69.5%+27.2pp |
| Annual return | 1615.87% | 25.82%+1590.0pp | 32.76%+1583.1pp | 81.00%+1534.9pp |
| Employer contribution / active EE | $1,267 | $2,275-44.3% | $2,718-53.4% | $2,440-48.1% |
| Participant deferral / active EE | $5,515 | $3,538+55.9% | $4,069+35.6% | $3,607+52.9% |
| Admin fee / account holder | $6 | $6,838-99.9% | $7,888-99.9% | $5,124-99.9% |