See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 620 W REPUBLIC RD STE 105 · SPRINGFIELD, MO 65807 | Contract Administrator | $2,020 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $125 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $88,868 | $93,182-4.6% | $146,665-39.4% | $79,386+11.9% |
| Participation rate | 73.4% | 76.4%-3.0pp | 80.1%-6.7pp | 70.7%+2.7pp |
| Annual return | 21.49% | 21.61%-0.1pp | 22.74%-1.3pp | 116.85%-95.4pp |
| Employer contribution / active EE | $1,892 | $2,420-21.8% | $4,136-54.2% | $2,427-22.0% |
| Participant deferral / active EE | $3,065 | $4,169-26.5% | $5,506-44.3% | $4,046-24.2% |
| Admin fee / account holder | $19 | $585-96.8% | $10,280-99.8% | $626-97.0% |