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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 |
|---|---|---|
CRAY KAISER LTD1 year Service code 10 1901 S MEYERS RD STE 230 · OAKBROOK TERRACE, IL 60181 | Accounting | $9,750 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $406 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,077 | $82,978-11.9% | $129,995-43.8% | $71,457+2.3% |
| Participation rate | 99.2% | 74.1%+25.2pp | 78.5%+20.8pp | 67.9%+31.3pp |
| Annual return | 13.05% | 20.60%-7.6pp | -137.18%+150.2pp | 28.85%-15.8pp |
| Employer contribution / active EE | $1,195 | $2,622-54.4% | $4,320-72.3% | $2,588-53.8% |
| Participant deferral / active EE | $3,153 | $4,432-28.8% | $5,820-45.8% | $4,289-26.5% |
| Admin fee / account holder | $71 | $1,729-95.9% | $10,614-99.3% | $1,587-95.6% |