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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 |
|---|---|---|
ADMINISTRATOR PLANNING SERVICES INC2 years Service code 13 · EIN 52-1353934 | Contract Administrator | $1,500 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 82-4555287 | Recordkeeping Fees | $625 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,351 | $104,475-76.7% | $159,436-84.7% | $79,386-69.3% |
| Participation rate | 47.6% | 76.6%-29.0pp | 82.8%-35.2pp | 70.7%-23.1pp |
| Annual return | 18.74% | 67.95%-49.2pp | 263.57%-244.8pp | 116.85%-98.1pp |
| Employer contribution / active EE | $1,360 | $3,417-60.2% | $4,829-71.8% | $2,427-44.0% |
| Participant deferral / active EE | $2,428 | $6,467-62.5% | $7,352-67.0% | $4,046-40.0% |
| Admin fee / account holder | $18 | $711-97.5% | $10,799-99.8% | $626-97.1% |