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 |
|---|---|---|
Filed as: SIGNATOR INVESTORS INC Service code 27 · EIN 04-2442399 197 CLARENDON ST · BOSTON, MA 02116 | Advisory (Plan) | $28,681 |
MIRA + KOLENA LTD2 years Service code 10 · EIN 34-1840794 4841 MONROE ST STE 350 · TOLEDO, OH 43623 | Accounting | $9,500 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 64 · EIN 95-1411037 333 SOUTH HOPE ST · LOS ANGELES, CA 90071 | Recordkeeping Fees | $2,127 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $54,145 | $58,083-6.8% | $80,019-32.3% | $56,287-3.8% |
| Participation rate | 87.5% | 73.6%+13.9pp | 75.8%+11.7pp | 69.9%+17.6pp |
| Annual return | -4.24% | 34.61%-38.8pp | 11.22%-15.5pp | -9.96%+5.7pp |
| Employer contribution / active EE | $1,152 | $1,932-40.4% | $2,468-53.3% | $2,111-45.4% |
| Participant deferral / active EE | $3,228 | $3,135+3.0% | $3,686-12.4% | $3,350-3.6% |
| Admin fee / account holder | $317 | $623-49.0% | $6,521-95.1% | $521-39.1% |