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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $13,118 |
PENSION ASSURANCE LLP1 year Filed as: THE PENSION SERVICE Service code 13 · EIN 06-0874395 P.O. BOX 478 · NORTH HAVEN, CT 06473 | Contract Administrator | $6,541 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $28,237 | $42,548-33.6% | $74,550-62.1% | $56,287-49.8% |
| Participation rate | 26.3% | 60.5%-34.2pp | 69.1%-42.8pp | 69.9%-43.5pp |
| Annual return | -6.05% | 12.40%-18.4pp | 32.53%-38.6pp | -9.96%+3.9pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $790 | $2,277-65.3% | $3,108-74.6% | $3,350-76.4% |
| Admin fee / account holder | $320 | $467-31.4% | $5,060-93.7% | $521-38.5% |