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 |
|---|---|---|
WILEY BROS., INC.1 year Filed as: WILEY BROS. AINTREE CAPITAL, LLC Service code 27 40 BURTON HILLS BLVD STE 350 · NASHVILLE, TN 37215 | Advisory (Plan) | $36,000 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $17,596 |
MANER COSTERISAN2 years Filed as: MANER COSTERISAN & ELLIS PC DBA MAN Service code 10 2425 E. GRAND RIVER SUITE 1 · LANSING, MI 48912 | Accounting | $11,475 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $194,339 | $95,803+102.9% | $113,168+71.7% | $84,808+129.2% |
| Participation rate | 91.2% | 72.9%+18.3pp | 76.6%+14.6pp | 68.3%+22.9pp |
| Annual return | 11.45% | 25.00%-13.6pp | 24.27%-12.8pp | 40.90%-29.4pp |
| Employer contribution / active EE | $2,841 | $2,360+20.4% | $2,975-4.5% | $2,631+8.0% |
| Participant deferral / active EE | $6,201 | $4,242+46.2% | $5,107+21.4% | $4,212+47.2% |
| Admin fee / account holder | $638 | $8,989-92.9% | $12,068-94.7% | $7,344-91.3% |