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 FUNDS8+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $12,701 |
PASI, LLC8+ years Service code 13 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032 | Contract Administrator | $6,992 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,417 | $71,142-44.6% | $119,609-67.0% | $64,808-39.2% |
| Participation rate | 61.2% | 78.6%-17.4pp | 79.3%-18.1pp | 71.5%-10.3pp |
| Annual return | -6.98% | -10.01%+3.0pp | -14.97%+8.0pp | 32.82%-39.8pp |
| Employer contribution / active EE | $538 | $2,497-78.5% | $4,232-87.3% | $2,506-78.5% |
| Participant deferral / active EE | $3,356 | $4,490-25.2% | $5,602-40.1% | $4,310-22.1% |
| Admin fee / account holder | $49 | $162-69.9% | $10,323-99.5% | $188-74.0% |