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 |
|---|---|---|
TFS ADVISORY SERVICES1 year Filed as: TFS SECURITIES INC. Service code 27 437 NEWMAN SPRINGS ROAD · LINCROFT, NJ 07738 | Advisory (Plan) | $14,641 |
Service code 13 1407 FOULK ROAD, SUITE 100 · WILMINGTON, DE 19803 | Contract Administrator | $1,800 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $725 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,367 | $69,362-63.4% | $101,248-74.9% | $73,488-65.5% |
| Participation rate | 75.7% | 68.4%+7.4pp | 75.8%-0.1pp | 70.7%+5.1pp |
| Annual return | 25.76% | 18.46%+7.3pp | 46.47%-20.7pp | 28.51%-2.8pp |
| Employer contribution / active EE | $1,600 | $2,628-39.1% | $3,660-56.3% | $2,270-29.5% |
| Participant deferral / active EE | $2,609 | $3,300-20.9% | $4,370-40.3% | $3,740-30.2% |
| Admin fee / account holder | $21 | $704-97.0% | $5,945-99.6% | $513-95.8% |