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 FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $23,750 |
UBS FINANCIAL SERVICES INC8 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST. 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $18,179 |
TRINITY PENSION CONSULTANTS8 years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 13 · EIN 20-4548831 202 MONTROSE WEST AVE., SUITE 310 · AKRON, OH 44321 | Contract Administrator | $1,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,236 | $78,485-33.4% | $106,213-50.8% | $74,495-29.9% |
| Participation rate | 49.3% | 72.8%-23.5pp | 75.3%-26.0pp | 67.2%-17.9pp |
| Annual return | 24.02% | 15.95%+8.1pp | 116.14%-92.1pp | 1364.94%-1340.9pp |
| Employer contribution / active EE | $1,225 | $2,523-51.5% | $3,171-61.4% | $2,623-53.3% |
| Participant deferral / active EE | $2,382 | $4,322-44.9% | $5,016-52.5% | $4,346-45.2% |
| Admin fee / account holder | $412 | $2,232-81.5% | $11,033-96.3% | $1,942-78.8% |