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 |
|---|---|---|
CRAY KAISER LTD3 years Service code 10 1801 S MEYERS RD STE 300 · OAKBROOK TERRACE, IL 60181 | Accounting | $10,850 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,000 |
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 | $92,738 | $96,484-3.9% | $156,263-40.7% | $74,304+24.8% |
| Participation rate | 96.2% | 67.7%+28.5pp | 78.9%+17.2pp | 60.3%+35.8pp |
| Annual return | 14.21% | 17.73%-3.5pp | 59.47%-45.3pp | 29.43%-15.2pp |
| Employer contribution / active EE | $1,382 | $2,528-45.3% | $4,333-68.1% | $2,241-38.3% |
| Participant deferral / active EE | $3,607 | $4,286-15.8% | $6,158-41.4% | $3,767-4.2% |
| Admin fee / account holder | $86 | $3,728-97.7% | $14,255-99.4% | $2,969-97.1% |