See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $71,799 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $44,648 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,909 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $13,948 | $54,672-74.5% | $80,019-82.6% | - |
| Participation rate | 0.0% | 65.0%-65.0pp | 75.8%-75.8pp | - |
| Annual return | -2.55% | -8.02%+5.5pp | 11.22%-13.8pp | - |
| Employer contribution / active EE | $0 | $1,529-100.0% | $2,468-100.0% | - |
| Participant deferral / active EE | $0 | $2,794-100.0% | $3,686-100.0% | - |
| Admin fee / account holder | $38 | $4,207-99.1% | $6,521-99.4% | - |