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 |
|---|---|---|
Filed as: SECURIAN FINANCIAL SERVICES, INC. Service code 27 400 ROBERT ST. N · ST. PAUL, MN 55101 | Advisory (Plan) | $30,397 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $4,090 |
Service code 13 HUGUENOT COMMONS STE 101 · MIDLOTHIAN, VA 231132426 | Contract Administrator | $1,125 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,629 | $84,487-34.2% | $125,339-55.6% | $66,914-16.9% |
| Participation rate | 94.0% | 76.4%+17.6pp | 82.4%+11.6pp | 69.8%+24.2pp |
| Annual return | -21.35% | -8.39%-13.0pp | 572.05%-593.4pp | 1.58%-22.9pp |
| Employer contribution / active EE | $3,241 | $3,553-8.8% | $4,814-32.7% | $2,544+27.4% |
| Participant deferral / active EE | $7,705 | $6,781+13.6% | $7,446+3.5% | $4,237+81.9% |
| Admin fee / account holder | $157 | $685-77.1% | $10,010-98.4% | $593-73.5% |