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 27 10 EXCHANGE PL STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $19,345 |
MIRA + KOLENA LTD4 years Service code 10 4841 MONROE ST STE 350 · TOLEDO, OH 43623 | Accounting | $12,975 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,438 |
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 | $58,410 | $70,908-17.6% | $98,907-40.9% | $73,488-20.5% |
| Participation rate | 82.2% | 73.8%+8.5pp | 76.0%+6.2pp | 70.7%+11.5pp |
| Annual return | 14.52% | 34.17%-19.6pp | 196.43%-181.9pp | 28.51%-14.0pp |
| Employer contribution / active EE | $1,029 | $2,036-49.5% | $2,689-61.7% | $2,270-54.7% |
| Participant deferral / active EE | $3,091 | $3,500-11.7% | $4,244-27.2% | $3,740-17.3% |
| Admin fee / account holder | $236 | $535-55.9% | $6,642-96.4% | $513-54.0% |