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 GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $13,226 |
GIERL AUGUSTINE INVESTMENT3 years Service code 27 344 NORTH PIKE ROAD · SARVES, PA 16055 | Advisory (Plan) | $10,000 |
STRATOS WEALTH PARTNERS1 year Filed as: STRATOS WEALTH ADVISORS LLC Service code 27 3750 PARK EAST DR STE 200 · BEACHWOOD, OH 44122 | Advisory (Plan) | $10,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $122,023 | $58,879+107.2% | $178,490-31.6% | $73,488+66.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 19.29% | 24.86%-5.6pp | 151.07%-131.8pp | 28.51%-9.2pp |
| Employer contribution / active EE | $9,587 | $2,236+328.7% | $5,011+91.3% | $2,270+322.3% |
| Participant deferral / active EE | $5,927 | $2,567+130.9% | $5,202+14.0% | $3,740+58.5% |
| Admin fee / account holder | $181 | $400-54.8% | $13,984-98.7% | $513-64.7% |