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 |
|---|---|---|
EDWARD JONES1 year Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $11,752 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 13 57 GERMANTOWN CT 4TH FL · CORDOVA, TN 38018 | Contract Administrator | $4,462 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 29618 | Recordkeeping Fees | $2,907 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST & SAVING BANK Service code 13 PO BOX 938 · DUBUQUE, IA 520040938 | Contract Administrator | $300 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,582 | $79,171-57.6% | $102,423-67.2% | $74,495-54.9% |
| Participation rate | 72.5% | 74.8%-2.3pp | 76.5%-4.0pp | 67.2%+5.3pp |
| Annual return | 24.01% | 54.93%-30.9pp | 29.32%-5.3pp | 1364.94%-1340.9pp |
| Employer contribution / active EE | $2,243 | $2,362-5.1% | $3,023-25.8% | $2,623-14.5% |
| Participant deferral / active EE | $3,381 | $4,415-23.4% | $5,053-33.1% | $4,346-22.2% |
| Admin fee / account holder | $78 | $2,001-96.1% | $9,451-99.2% | $1,942-96.0% |