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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.
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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 | $19,604 |
UBS FINANCIAL SERVICES INC2 years Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $18,790 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $70,158 | $52,953+32.5% | $172,739-59.4% | $65,185+7.6% |
| Participation rate | 32.8% | 66.2%-33.4pp | 82.6%-49.9pp | 70.2%-37.4pp |
| Annual return | 14.86% | 30.12%-15.3pp | 802.84%-788.0pp | 29.38%-14.5pp |
| Employer contribution / active EE | $466 | $2,190-78.7% | $5,143-90.9% | $2,177-78.6% |
| Participant deferral / active EE | $1,176 | $2,471-52.4% | $5,198-77.4% | $3,514-66.5% |
| Admin fee / account holder | $331 | $472-29.9% | $13,954-97.6% | $847-60.9% |