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 |
|---|---|---|
Service code 27 940 N INDUSTRIAL DR · ELMHURST, IL 60126 | Advisory (Plan) | $26,510 |
MOWERY & SCHOENFELD LLC1 year Service code 10 475 HALF DAY RD STE 500 · LINCOLNSHIRE, IL 60069 | Accounting | $15,500 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $12,899 |
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 | $47,902 | $53,165-9.9% | $86,188-44.4% | $74,419-35.6% |
| Participation rate | 47.9% | 64.9%-17.0pp | 69.0%-21.1pp | 70.7%-22.9pp |
| Annual return | 18.24% | 22.64%-4.4pp | 1168.45%-1150.2pp | 34.38%-16.1pp |
| Employer contribution / active EE | $924 | $1,210-23.6% | $2,380-61.2% | $2,637-65.0% |
| Participant deferral / active EE | $3,448 | $3,234+6.6% | $3,985-13.5% | $4,528-23.8% |
| Admin fee / account holder | $321 | $551-41.8% | $6,852-95.3% | $348-7.7% |