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 FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $19,567 |
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS ST LOUIS Service code 27 5700 W 112TH ST STE 500 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $17,201 |
WALKER BENEFITS, LLC1 year Filed as: WC WALKER & ASSOCIATES INC DBA WALK Service code 27 623 N HARBOR BLVD · FULLERTON, CA 92832 | Advisory (Plan) | $15,686 |
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 | $88,409 | $91,407-3.3% | $135,903-34.9% | $71,457+23.7% |
| Participation rate | 81.7% | 75.7%+6.0pp | 81.9%-0.2pp | 67.9%+13.8pp |
| Annual return | 18.84% | 29.90%-11.1pp | 68.23%-49.4pp | 28.85%-10.0pp |
| Employer contribution / active EE | $3,049 | $3,703-17.7% | $4,856-37.2% | $2,588+17.8% |
| Participant deferral / active EE | $6,865 | $7,092-3.2% | $7,758-11.5% | $4,289+60.1% |
| Admin fee / account holder | $282 | $1,266-77.7% | $10,762-97.4% | $1,587-82.2% |