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: HARDING SHYMANSKI & COMPANY, PSC Service code 13 PO BOX 3677 · EVANSVILLE, IN 477359989 | Contract Administrator | $22,518 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIRE PLAN SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $325 |
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 | $114,530 | $87,870+30.3% | $113,168+1.2% | $74,304+54.1% |
| Participation rate | 96.6% | 70.7%+25.9pp | 76.6%+20.0pp | 60.3%+36.2pp |
| Annual return | 17.88% | 26.44%-8.6pp | 24.27%-6.4pp | 29.43%-11.5pp |
| Employer contribution / active EE | $1,372 | $2,277-39.7% | $2,975-53.9% | $2,241-38.8% |
| Participant deferral / active EE | $6,583 | $4,241+55.2% | $5,107+28.9% | $3,767+74.7% |
| Admin fee / account holder | $131 | $3,368-96.1% | $12,068-98.9% | $2,969-95.6% |