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 |
|---|---|---|
WALKER BENEFITS, LLC2 years Filed as: WC WALKER & ASSOCIATES INC Service code 25 DBA WALKER WEALTH STRAT · FULLERTON, CA 92832 | Directed Trustee | $33,758 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $18,671 |
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 | $71,455 | $84,487-15.4% | $125,339-43.0% | $66,914+6.8% |
| Participation rate | 79.6% | 76.4%+3.2pp | 82.4%-2.8pp | 69.8%+9.8pp |
| Annual return | -17.58% | -8.39%-9.2pp | 572.05%-589.6pp | 1.58%-19.2pp |
| Employer contribution / active EE | $2,746 | $3,553-22.7% | $4,814-43.0% | $2,544+7.9% |
| Participant deferral / active EE | $6,118 | $6,781-9.8% | $7,446-17.8% | $4,237+44.4% |
| Admin fee / account holder | $285 | $685-58.4% | $10,010-97.2% | $593-52.0% |