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, LLC4 years Filed as: GREAT LAKES PENSION ASSOCIATES Service code 37 · EIN 38-2438760 39723 W. TWELVE MILE ROAD · FARMINGTON HILLS, MI 48331 | Loan Processing | $17,302 |
Filed as: CAPTIAL GROUP RETIREMENT PLAN SERVI Service code 64 PO BOX 6040 · INDIANAPOLIS, IN 462066040 | Recordkeeping Fees | $9,043 |
CAPTIAL BANK AND TRUST1 year 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 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 | $9,903 | $40,522-75.6% | $84,611-88.3% | $67,579-85.3% |
| Participation rate | 41.7% | 51.1%-9.4pp | 68.2%-26.5pp | 71.3%-29.6pp |
| Annual return | 21.82% | 32.72%-10.9pp | 258.74%-236.9pp | 378.56%-356.7pp |
| Employer contribution / active EE | $168 | $1,146-85.4% | $2,652-93.7% | $2,148-92.2% |
| Participant deferral / active EE | $1,043 | $2,132-51.1% | $3,899-73.3% | $3,539-70.5% |
| Admin fee / account holder | $89 | $145-38.7% | $4,912-98.2% | $142-37.4% |