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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 |
|---|---|---|
Filed as: TAX SHELTERED COMPENSATION Service code 13 · EIN 41-0955056 7300 METRO BLVD STE 450 · EDINA, MN 554392328 | Contract Administrator | $1,903 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $31,809 | $55,636-42.8% | $81,983-61.2% | $73,488-56.7% |
| Participation rate | 43.8% | 62.3%-18.5pp | 69.2%-25.4pp | 70.7%-26.9pp |
| Annual return | 13.95% | 19.07%-5.1pp | 41.31%-27.4pp | 28.51%-14.6pp |
| Employer contribution / active EE | $548 | $1,625-66.3% | $2,498-78.1% | $2,270-75.9% |
| Participant deferral / active EE | $2,300 | $2,762-16.7% | $3,722-38.2% | $3,740-38.5% |
| Admin fee / account holder | $57 | $493-88.5% | $5,664-99.0% | $513-89.0% |