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 |
|---|---|---|
GWM ADVISORS LLC1 year Filed as: GWM ADVISORS LLC DBA GROSS ADVISORS Service code 27 6300 CORPORATE BLVD · BATON ROUGE, LA 70809 | Advisory (Plan) | $137,274 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 25 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Directed Trustee | $58,898 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,962 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $48,780 | $51,447-5.2% | $104,607-53.4% | $73,409-33.6% |
| Participation rate | 90.2% | 68.2%+22.0pp | 74.1%+16.2pp | 72.2%+18.1pp |
| Annual return | 16.24% | 25.06%-8.8pp | 340.46%-324.2pp | 59.29%-43.1pp |
| Employer contribution / active EE | $843 | $1,441-41.5% | $2,681-68.6% | $2,234-62.3% |
| Participant deferral / active EE | $3,489 | $3,058+14.1% | $3,740-6.7% | $3,805-8.3% |
| Admin fee / account holder | $230 | $122+88.8% | $6,473-96.4% | $158+45.9% |