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 8-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 |
|---|---|---|
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC. Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $15,075 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $14,476 |
PENSION ASSURANCE LLP4 years Filed as: PENSION INNOVATIONS& CONSULTING Service code 13 · EIN 34-1944384 7558 KING'S POINTE ROAD · TOLEDO, OH 43617 | Contract Administrator | $2,160 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,999 | $79,171-57.1% | $102,423-66.8% | $74,495-54.4% |
| Participation rate | 81.2% | 74.8%+6.4pp | 76.5%+4.7pp | 67.2%+14.0pp |
| Annual return | 12.83% | 54.93%-42.1pp | 29.32%-16.5pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $2,095 | $2,362-11.3% | $3,023-30.7% | $2,623-20.1% |
| Participant deferral / active EE | $3,931 | $4,415-11.0% | $5,053-22.2% | $4,346-9.5% |
| Admin fee / account holder | $262 | $2,001-86.9% | $9,451-97.2% | $1,942-86.5% |