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 FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 64 · EIN 95-1411037 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $5,656 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST. 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $3,160 |
Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 13 · EIN 20-4548831 202 MONTROSE WEST AVE., SUITE 290 · COPLEY, OH 44321 | Contract Administrator | $540 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,065 | $63,299-55.7% | $91,001-69.2% | $62,292-54.9% |
| Participation rate | 37.1% | 73.3%-36.2pp | 75.6%-38.5pp | 69.5%-32.4pp |
| Annual return | 17.54% | 20.99%-3.5pp | 4.60%+12.9pp | 28.90%-11.4pp |
| Employer contribution / active EE | $491 | $1,807-72.8% | $2,456-80.0% | $2,042-76.0% |
| Participant deferral / active EE | $954 | $2,943-67.6% | $3,547-73.1% | $3,169-69.9% |
| Admin fee / account holder | $81 | $468-82.6% | $5,417-98.5% | $479-83.1% |