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 |
|---|---|---|
MICHAEL L ANDERSON & ASSOCIATES1+ years Service code 10 · EIN 41-1799234 | Accounting | $5,000 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $350 |
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 | $50,091 | $38,925+28.7% | $73,843-32.2% | $55,191-9.2% |
| Participation rate | 52.8% | 66.0%-13.3pp | 73.4%-20.7pp | 69.2%-16.4pp |
| Annual return | 0.36% | 6.31%-5.9pp | 2267.84%-2267.5pp | 10.78%-10.4pp |
| Employer contribution / active EE | $989 | $1,695-41.6% | $2,787-64.5% | $1,899-47.9% |
| Participant deferral / active EE | $1,857 | $2,351-21.0% | $3,583-48.2% | $3,046-39.1% |
| Admin fee / account holder | $31 | $83-62.2% | $4,880-99.4% | $91-65.5% |