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 10-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 |
|---|---|---|
SUNBURST FINANCIAL2+ years Filed as: SUNBURST FINANCIAL GROUP Service code 27 600 VESTAVIA PKWY STE 100 · VESTAVIA HILLS, AL 35216 | Advisory (Plan) | $34,622 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MGMT CO Service code 64 · EIN 26-0058143 333 SOUTH HOPE ST · LOS ANGELES, CA 90071 | Recordkeeping Fees | $75 |
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.)
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 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 | $60,071 | $55,453+8.3% | $170,442-64.8% | $62,292-3.6% |
| Participation rate | 52.6% | 66.4%-13.8pp | 83.6%-31.0pp | 69.5%-16.9pp |
| Annual return | 21.34% | 21.38%0pp | 205.93%-184.6pp | 28.90%-7.6pp |
| Employer contribution / active EE | $1,512 | $2,164-30.1% | $5,433-72.2% | $2,042-26.0% |
| Participant deferral / active EE | $2,677 | $2,303+16.2% | $4,939-45.8% | $3,169-15.5% |
| Admin fee / account holder | $312 | $455-31.5% | $13,880-97.8% | $479-34.9% |