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 |
|---|---|---|
SA STONE WEALTH MANAGEMENT3 years Service code 27 2 PERIMETER PARK S STE 500W · BIRMINGHAM, AL 35243 | Advisory (Plan) | $77,104 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $25,689 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $367,149 | $82,978+342.5% | $129,995+182.4% | $71,457+413.8% |
| Participation rate | 93.0% | 74.1%+18.9pp | 78.5%+14.5pp | 67.9%+25.0pp |
| Annual return | 18.63% | 20.60%-2.0pp | -137.18%+155.8pp | 28.85%-10.2pp |
| Employer contribution / active EE | $15,026 | $2,622+473.1% | $4,320+247.8% | $2,588+480.7% |
| Participant deferral / active EE | $0 | $4,432-100.0% | $5,820-100.0% | $4,289-100.0% |
| Admin fee / account holder | $685 | $1,729-60.4% | $10,614-93.5% | $1,587-56.8% |