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 |
|---|---|---|
LIFESTYLE RETIREMENT COMPANY7 years Service code 13 · EIN 25-1867808 409 SOUTH PUGH STREET · STATE COLLEGE, PA 19801 | Contract Administrator | $1,778 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,637 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,322 | $61,272-60.3% | $149,673-83.7% | $71,457-66.0% |
| Participation rate | 91.5% | 62.5%+29.0pp | 78.8%+12.8pp | 67.9%+23.6pp |
| Annual return | 12.07% | 35.85%-23.8pp | 134.42%-122.3pp | 28.85%-16.8pp |
| Employer contribution / active EE | $2,325 | $2,378-2.2% | $4,818-51.7% | $2,588-10.1% |
| Participant deferral / active EE | $1,391 | $2,917-52.3% | $5,680-75.5% | $4,289-67.6% |
| Admin fee / account holder | $19 | $1,261-98.5% | $13,210-99.9% | $1,587-98.8% |