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, LLC7 years Filed as: GREAT LAKES PENSION ASSOCIATES Service code 37 · EIN 38-2438760 37923 W. TWELVE MILE ROAD · FARMINGTON HILLS, MI 48331 | Loan Processing | $25,713 |
Filed as: CAPTIAL GROUP RETIREMENT PLAN SERVI Service code 64 PO BOX 6040 · INDIANAPOLIS, IN 462066040 | Recordkeeping Fees | $15,790 |
CAPTIAL BANK AND TRUST4 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,024 | $34,677-76.9% | $77,024-89.6% | $64,808-87.6% |
| Participation rate | 58.3% | 49.8%+8.4pp | 67.9%-9.6pp | 71.5%-13.2pp |
| Annual return | -16.22% | -5.33%-10.9pp | 42.32%-58.5pp | 32.82%-49.0pp |
| Employer contribution / active EE | $251 | $1,370-81.7% | $2,812-91.1% | $2,506-90.0% |
| Participant deferral / active EE | $1,557 | $2,556-39.1% | $4,426-64.8% | $4,310-63.9% |
| Admin fee / account holder | $96 | $179-46.1% | $5,425-98.2% | $188-48.7% |