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 |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,750 |
Filed as: P&A RETIREMENT PLAN SERVICES, INC. Service code 15 17 COURT STREET · BUFFALO, NY 142023204 | Recordkeeping | $395 |
TERRY SCHMIDT LLC1 year Filed as: TERRY FLACK Service code 13 2840 LIGONIER STREET · LATROBE, PA 15650 | Contract Administrator | $0 |
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 | $61,558 | $73,102-15.8% | $123,544-50.2% | $56,287+9.4% |
| Participation rate | 74.9% | 74.3%+0.6pp | 82.3%-7.4pp | 69.9%+5.0pp |
| Annual return | -4.64% | 3.01%-7.6pp | 119.20%-123.8pp | -9.96%+5.3pp |
| Employer contribution / active EE | $1,997 | $2,977-32.9% | $4,628-56.9% | $2,111-5.4% |
| Participant deferral / active EE | $3,430 | $5,423-36.8% | $6,426-46.6% | $3,350+2.4% |
| Admin fee / account holder | $8 | $554-98.6% | $9,284-99.9% | $521-98.5% |