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 |
|---|---|---|
HIRZEL CANNING COMPANY6 years Service code 99 411 LEMOYNE RD · NORTHWOOD, OH 43619 | Other Fees | $5,000 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $699 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,281 | $56,423-9.1% | $77,163-33.5% | $71,457-28.2% |
| Participation rate | 84.6% | 64.3%+20.2pp | 69.6%+15.0pp | 67.9%+16.6pp |
| Annual return | 17.85% | 19.05%-1.2pp | 37.87%-20.0pp | 28.85%-11.0pp |
| Employer contribution / active EE | $801 | $1,866-57.1% | $2,535-68.4% | $2,588-69.0% |
| Participant deferral / active EE | $2,978 | $3,142-5.2% | $3,833-22.3% | $4,289-30.6% |
| Admin fee / account holder | $40 | $1,429-97.2% | $5,472-99.3% | $1,587-97.5% |