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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $211,140 |
AMERICAN FUNDS7 years Filed as: CAPITAL ANALYSTS INC Service code 27 · EIN 23-1691523 | Advisory (Plan) | $61,067 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $88,812 | $104,631-15.1% | $98,439-9.8% | $80,160+10.8% |
| Participation rate | 98.2% | 87.5%+10.7pp | 75.2%+23.1pp | 72.9%+25.3pp |
| Annual return | 14.76% | 34.72%-20.0pp | 21.16%-6.4pp | 40.38%-25.6pp |
| Employer contribution / active EE | $2,455 | $4,517-45.7% | $3,048-19.5% | $2,978-17.6% |
| Participant deferral / active EE | $6,180 | $6,545-5.6% | $4,738+30.4% | $5,017+23.2% |
| Admin fee / account holder | $183 | $105+74.8% | $8,948-98.0% | $145+26.4% |