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 4-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 |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RET PLAN SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $16,658 |
EDWARD JONES4+ years Service code 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $12,232 |
DEFINITI LLC3 years Filed as: DEFINITI, LLC Service code 13 2201 TIMBERLOCH PL · THE WOODLANDS, TX 77380 | Contract Administrator | $3,117 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,002 | $29,548+1.5% | $56,411-46.8% | $77,643-61.4% |
| Participation rate | 34.5% | 32.7%+1.8pp | 52.5%-18.0pp | 70.6%-36.1pp |
| Annual return | 34.60% | 19.01%+15.6pp | 1701.33%-1666.7pp | 31.24%+3.4pp |
| Employer contribution / active EE | $874 | $568+54.1% | $1,039-15.8% | $2,726-67.9% |
| Participant deferral / active EE | $1,474 | $1,061+38.9% | $1,952-24.5% | $4,647-68.3% |
| Admin fee / account holder | $236 | $1,046-77.5% | $2,829-91.7% | $430-45.2% |