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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $13,098 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST. 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $11,950 |
TRINITY PENSION CONSULTANTS4 years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 13 · EIN 20-4548831 202 MONTROSE WEST AVE., SUITE 310 · AKRON, OH 44321 | Contract Administrator | $1,170 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,980 | $70,908-53.5% | $98,907-66.7% | $73,488-55.1% |
| Participation rate | 34.2% | 73.8%-39.6pp | 76.0%-41.8pp | 70.7%-36.5pp |
| Annual return | 22.03% | 34.17%-12.1pp | 196.43%-174.4pp | 28.51%-6.5pp |
| Employer contribution / active EE | $703 | $2,036-65.5% | $2,689-73.9% | $2,270-69.0% |
| Participant deferral / active EE | $1,180 | $3,500-66.3% | $4,244-72.2% | $3,740-68.4% |
| Admin fee / account holder | $255 | $535-52.3% | $6,642-96.2% | $513-50.3% |