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 |
|---|---|---|
SECURITIES AMERICA INC5 years Filed as: SECURITIES AMERICA ADVISORS INC Service code 99 PO BOX 3683 · OMAHA, NE 68108 | Other Fees | $22,835 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 415 8TH AVE NE · BRAINERD, MN 564012853 | Contract Administrator | $9,812 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $8,791 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,023 | $77,660-45.9% | $109,143-61.5% | $79,386-47.1% |
| Participation rate | 94.4% | 67.8%+26.6pp | 75.9%+18.6pp | 70.7%+23.7pp |
| Annual return | 14.84% | 23.44%-8.6pp | 25.75%-10.9pp | 116.85%-102.0pp |
| Employer contribution / active EE | $0 | $2,797-100.0% | $3,722-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $5,413 | $3,518+53.9% | $4,653+16.3% | $4,046+33.8% |
| Admin fee / account holder | $307 | $732-58.1% | $6,752-95.5% | $626-51.0% |