Filed December 29, 2025 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $33,654 |
CORNERSTONE CAPITAL ADVISORS5+ years Service code 27 1640 CORPORATE WOODS CIRCLE · UNIONTOWN, OH 44685 | Advisory (Plan) | $18,378 |
Service code 27 4208 SIX FORKS RD STE 1700 · RALIEGH, NC 27609 | Advisory (Plan) | $6,126 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,221 | $40,174+7.6% | $84,015-48.6% | $67,579-36.0% |
| Participation rate | 63.4% | 62.7%+0.7pp | 69.0%-5.7pp | 71.3%-7.9pp |
| Annual return | 18.09% | 25.82%-7.7pp | 71.31%-53.2pp | 378.56%-360.5pp |
| Employer contribution / active EE | $1,493 | $808+84.9% | $1,983-24.7% | $2,148-30.5% |
| Participant deferral / active EE | $1,205 | $2,301-47.6% | $3,239-62.8% | $3,539-65.9% |
| Admin fee / account holder | $129 | $128+0.9% | $6,101-97.9% | $142-9.0% |