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: VALLEY BROOK CAPITAL GROUP, INC. Service code 27 538 VALLEY BROOK RD · VENETIA, PA 15367 | Advisory (Plan) | $14,897 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,567 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,175 | $61,272-21.4% | $149,673-67.8% | $71,457-32.6% |
| Participation rate | 53.0% | 62.5%-9.5pp | 78.8%-25.8pp | 67.9%-14.9pp |
| Annual return | 16.96% | 35.85%-18.9pp | 134.42%-117.5pp | 28.85%-11.9pp |
| Employer contribution / active EE | $1,163 | $2,378-51.1% | $4,818-75.9% | $2,588-55.0% |
| Participant deferral / active EE | $1,412 | $2,917-51.6% | $5,680-75.1% | $4,289-67.1% |
| Admin fee / account holder | $177 | $1,261-86.0% | $13,210-98.7% | $1,587-88.8% |