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 FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $48,644 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMNT Service code 27 353 N. CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $20,373 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,337 | $28,416-49.5% | $73,545-80.5% | $69,631-79.4% |
| Participation rate | 85.0% | 38.3%+46.6pp | 54.9%+30.0pp | 70.7%+14.3pp |
| Annual return | 13.63% | -694.13%+707.8pp | -15.16%+28.8pp | 27571.02%-27557.4pp |
| Employer contribution / active EE | $755 | $430+75.5% | $1,219-38.0% | $2,032-62.8% |
| Participant deferral / active EE | $435 | $897-51.5% | $1,806-75.9% | $3,224-86.5% |
| Admin fee / account holder | $147 | $104+41.1% | $2,320-93.7% | $110+33.3% |