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: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $24,949 |
Service code 27 940 N INDUSTRIAL DR · ELMHURST, IL 60126 | Advisory (Plan) | $15,890 |
MOWERY & SCHOENFELD LLC1 year Filed as: MOWERY & SCHOENFELD, LLC Service code 10 · EIN 36-4111140 | Accounting | $14,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $35,529 | $42,353-16.1% | $79,550-55.3% | $64,808-45.2% |
| Participation rate | 52.0% | 64.8%-12.8pp | 69.5%-17.5pp | 71.5%-19.5pp |
| Annual return | -16.09% | -12.24%-3.9pp | 0.16%-16.3pp | 32.82%-48.9pp |
| Employer contribution / active EE | $1,147 | $1,181-2.8% | $2,413-52.5% | $2,506-54.2% |
| Participant deferral / active EE | $3,756 | $3,170+18.5% | $3,985-5.8% | $4,310-12.9% |
| Admin fee / account holder | $310 | $160+94.2% | $6,832-95.5% | $188+65.0% |