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 10-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 |
|---|---|---|
THE MANDMARBLESTONE GROUP LLC10+ years Service code 13 ONE RAYMOND DRIVE · HAVERTOWN, PA 19083 | Contract Administrator | $30,455 |
AMERICAN FUNDS10+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $4,410 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,378 | $59,417+121.1% | $93,606+40.4% | $74,495+76.4% |
| Participation rate | 99.2% | 59.7%+39.6pp | 68.7%+30.5pp | 67.2%+32.0pp |
| Annual return | 14.01% | 81.83%-67.8pp | 133.20%-119.2pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $3,343 | $1,264+164.5% | $2,420+38.1% | $2,623+27.4% |
| Participant deferral / active EE | $5,284 | $3,050+73.2% | $4,411+19.8% | $4,346+21.6% |
| Admin fee / account holder | $171 | $3,021-94.3% | $8,285-97.9% | $1,942-91.2% |