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 |
|---|---|---|
AMERICAN FUNDS3 years Filed as: ADVANCE CAPITAL MANAGEMENT INC Service code 27 ONE TOWNE SQUARE STE 444 · SOUTHFIELD, MI 48076 | Advisory (Plan) | $26,536 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $20,626 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $84,789 | $122,239-30.6% | $184,203-54.0% | $74,495+13.8% |
| Participation rate | 97.0% | 85.5%+11.5pp | 86.8%+10.2pp | 67.2%+29.8pp |
| Annual return | 22.01% | 19.95%+2.1pp | 28.81%-6.8pp | 1364.94%-1342.9pp |
| Employer contribution / active EE | $1,880 | $4,537-58.6% | $6,427-70.8% | $2,623-28.3% |
| Participant deferral / active EE | $5,181 | $7,139-27.4% | $9,131-43.3% | $4,346+19.2% |
| Admin fee / account holder | $317 | $1,260-74.9% | $13,901-97.7% | $1,942-83.7% |