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, LLC8 years Filed as: GREAT LAKES PENSION ASSOCIATES Service code 37 · EIN 38-2438760 37923 W. TWELVE MILE ROAD · FARMINGTON HILLS, MI 48331 | Loan Processing | $32,640 |
Filed as: CAPTIAL GROUP RETIREMENT PLAN SERVI Service code 64 PO BOX 6040 · INDIANAPOLIS, IN 462066040 | Recordkeeping Fees | $17,800 |
CAPTIAL BANK AND TRUST5 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 | $11,675 | $40,385-71.1% | $80,569-85.5% | $74,419-84.3% |
| Participation rate | 56.1% | 47.4%+8.7pp | 67.0%-10.8pp | 70.7%-14.6pp |
| Annual return | 16.48% | 164.85%-148.4pp | 935.43%-918.9pp | 34.38%-17.9pp |
| Employer contribution / active EE | $240 | $1,496-84.0% | $2,723-91.2% | $2,637-90.9% |
| Participant deferral / active EE | $1,445 | $2,674-46.0% | $4,447-67.5% | $4,528-68.1% |
| Admin fee / account holder | $143 | $720-80.2% | $5,377-97.3% | $348-58.9% |