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 |
|---|---|---|
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $11,999 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $10,264 |
PENSION ASSURANCE LLP2 years Filed as: PENSION INNOVATIONS& CONSULTING Service code 13 · EIN 34-1944384 7558 KING'S POINTE ROAD · TOLEDO, OH 43617 | Contract Administrator | $1,260 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,981 | $65,435-63.4% | $86,677-72.3% | $66,914-64.2% |
| Participation rate | 78.0% | 75.5%+2.5pp | 76.6%+1.4pp | 69.8%+8.2pp |
| Annual return | -9.81% | -10.89%+1.1pp | 35.91%-45.7pp | 1.58%-11.4pp |
| Employer contribution / active EE | $2,087 | $2,153-3.1% | $2,836-26.4% | $2,544-18.0% |
| Participant deferral / active EE | $3,488 | $4,100-14.9% | $4,656-25.1% | $4,237-17.7% |
| Admin fee / account holder | $214 | $642-66.7% | $7,493-97.1% | $593-64.0% |