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 COMPANY9 years Service code 13 · EIN 25-1867808 2134 SANDY DRIVE · STATE COLLEGE, PA 16803 | Contract Administrator | $1,848 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,687 |
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 | $35,779 | $49,915-28.3% | $154,803-76.9% | $74,304-51.8% |
| Participation rate | 87.6% | 54.0%+33.7pp | 78.1%+9.5pp | 60.3%+27.3pp |
| Annual return | 18.00% | 34.06%-16.1pp | 58.88%-40.9pp | 29.43%-11.4pp |
| Employer contribution / active EE | $2,581 | $1,611+60.2% | $4,305-40.0% | $2,241+15.2% |
| Participant deferral / active EE | $1,683 | $2,255-25.3% | $5,540-69.6% | $3,767-55.3% |
| Admin fee / account holder | $14 | $2,189-99.3% | $14,329-99.9% | $2,969-99.5% |