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 |
|---|---|---|
ECONOMIC GROUP PENSION SERVICES2+ years Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 13 917 WESTERN AMERICA CR SUITE 500 · MOBILE, AL 36609 | Contract Administrator | $10,491 |
ADMINISTRATION SERVICES INC.2+ years Filed as: ADMINISTRATION PARTNERS LLC Service code 13 917 WESTERN AMERICA CR SUITE 500 · MOBILE, AL 36609 | Contract Administrator | $5,875 |
REGISTERED INVESTMENT ADVISER1 year Filed as: REGISTERED INVESTMENT ADVISOR Service code 55 333 SOUTH HOPE · LOS ANGELES, CA 90071 | Other Commissions | $5,374 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH MGMT CO INC Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $625 |
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 | $177,536 | $46,732+279.9% | $156,549+13.4% | $55,167+221.8% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 7.71% | 17.72%-10.0pp | 32.23%-24.5pp | 169.23%-161.5pp |
| Employer contribution / active EE | $6,415 | $2,105+204.7% | $5,501+16.6% | $1,963+226.9% |
| Participant deferral / active EE | $3,961 | $2,204+79.7% | $4,871-18.7% | $3,054+29.7% |
| Admin fee / account holder | $67 | $418-84.1% | $13,027-99.5% | $504-86.8% |