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, LLC5 years Filed as: GREAT LAKES PENSION ASSOCIATES Service code 37 · EIN 38-2438760 39723 W. TWELVE MILE ROAD · FARMINGTON HILLS, MI 48331 | Loan Processing | $14,336 |
Filed as: CAPTIAL GROUP RETIREMENT PLAN SERVI Service code 64 PO BOX 6040 · INDIANAPOLIS, IN 462066040 | Recordkeeping Fees | $12,595 |
CAPTIAL BANK AND TRUST2 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.
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 | $11,130 | $39,948-72.1% | $89,391-87.5% | $73,409-84.8% |
| Participation rate | 45.3% | 50.4%-5.1pp | 68.0%-22.7pp | 72.2%-26.9pp |
| Annual return | 20.55% | 50.12%-29.6pp | 245.62%-225.1pp | 59.29%-38.7pp |
| Employer contribution / active EE | $168 | $1,200-86.0% | $2,586-93.5% | $2,234-92.5% |
| Participant deferral / active EE | $1,059 | $2,193-51.7% | $3,890-72.8% | $3,805-72.2% |
| Admin fee / account holder | $80 | $134-40.6% | $4,881-98.4% | $158-49.5% |