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 |
|---|---|---|
Service code 27 303 N ROCKY POINT DR W STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $29,323 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $275 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,676 | $68,914-10.5% | $136,749-54.9% | $74,304-17.0% |
| Participation rate | 95.0% | 51.3%+43.7pp | 72.1%+22.9pp | 60.3%+34.7pp |
| Annual return | 10.39% | 16.34%-6.0pp | 24.33%-13.9pp | 29.43%-19.0pp |
| Employer contribution / active EE | $6,850 | $1,561+338.7% | $3,400+101.5% | $2,241+205.6% |
| Participant deferral / active EE | $3,632 | $2,541+42.9% | $4,692-22.6% | $3,767-3.6% |
| Admin fee / account holder | $237 | $3,149-92.5% | $11,386-97.9% | $2,969-92.0% |