See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP, INC Service code 13 95 GLASTONBURY BLVD · GLASTONBURY, OK 06033 | Contract Administrator | $6,983 |
AMERICAN FUNDS4+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 62 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping fees; Float revenue | $625 |
AMERICAN FUNDS4+ years Filed as: CAPITAL BANK AND TRUST Service code 18 · EIN 95-6817943 P O BOX 6040 · INDIANAPOLIS, IN 46206 | Custodial (other than securities); Fl... | $0 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 · EIN 95-1411037 333 S. HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $0 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY INSURANCE SERVICES Service code 26 · EIN 51-0116113 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Participants) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,424 | $55,415-57.7% | $155,509-84.9% | $74,495-68.6% |
| Participation rate | 70.1% | 61.9%+8.1pp | 78.2%-8.1pp | 67.2%+2.9pp |
| Annual return | 17.29% | 268.50%-251.2pp | 64.67%-47.4pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $1,602 | $2,267-29.3% | $4,672-65.7% | $2,623-38.9% |
| Participant deferral / active EE | $3,125 | $2,836+10.2% | $5,626-44.4% | $4,346-28.1% |
| Admin fee / account holder | $39 | $1,738-97.7% | $15,912-99.8% | $1,942-98.0% |