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 |
|---|---|---|
GREAT LAKES ADVISORS, LLC10+ years Filed as: GREAT LAKES PENSION ASSOCIATES, INC Service code 13 37923 W. 12 MILE ROAD · FARMINGTON HILLS, MI 48331 | Contract Administrator | $5,276 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,773 |
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 | $38,865 | $60,323-35.6% | $81,812-52.5% | $74,495-47.8% |
| Participation rate | 72.0% | 62.9%+9.2pp | 72.3%-0.3pp | 67.2%+4.8pp |
| Annual return | 12.95% | 16.90%-3.9pp | 773.79%-760.8pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $646 | $2,620-75.3% | $2,912-77.8% | $2,623-75.4% |
| Participant deferral / active EE | $2,112 | $3,387-37.7% | $4,319-51.1% | $4,346-51.4% |
| Admin fee / account holder | $46 | $1,486-96.9% | $7,386-99.4% | $1,942-97.6% |