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, LLC9 years Filed as: GREAT LAKES PENSION ASSOCIATES Service code 37 · EIN 38-2438760 37923 W. TWELVE MILE ROAD · FARMINGTON HILLS, MI 48331 | Loan Processing | $26,677 |
Filed as: CAPTIAL GROUP RETIREMENT PLAN SERVI Service code 64 PO BOX 6040 · INDIANAPOLIS, IN 462066040 | Recordkeeping Fees | $19,158 |
CAPTIAL BANK AND TRUST6 years Filed as: CAPTIAL BANK AND TRUST COMPANY Service code 21 6455 IRVINE CENTER DRIVE · IRVINE, CA 926184518 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,825 | $45,031-80.4% | $84,966-89.6% | $77,643-88.6% |
| Participation rate | 63.7% | 48.7%+15.0pp | 67.5%-3.8pp | 70.6%-6.9pp |
| Annual return | 13.30% | 79.22%-65.9pp | 66.38%-53.1pp | 31.24%-17.9pp |
| Employer contribution / active EE | $219 | $1,609-86.4% | $2,727-92.0% | $2,726-92.0% |
| Participant deferral / active EE | $1,273 | $2,807-54.6% | $4,519-71.8% | $4,647-72.6% |
| Admin fee / account holder | $82 | $912-91.1% | $6,149-98.7% | $430-81.1% |