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 |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVC Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $5,884 |
EDWARD JONES1 year Service code 27 12555 MANCHESTER ROAD · ST LOUIS, MO 63131 | Advisory (Plan) | $4,075 |
Filed as: BENEFIT PLANS PLUS LLC Service code 13 11701 BORMAN DRIVE · ST LOUIS, MO 63146 | Contract Administrator | $2,580 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,961 | $54,350-72.5% | $82,719-81.9% | $68,494-78.2% |
| Participation rate | 75.9% | 63.9%+12.0pp | 72.6%+3.4pp | 67.9%+8.0pp |
| Annual return | -14.14% | -13.67%-0.5pp | 701.18%-715.3pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,507 | $2,218-32.1% | $3,009-49.9% | $2,596-42.0% |
| Participant deferral / active EE | $3,386 | $3,246+4.3% | $4,395-23.0% | $4,027-15.9% |
| Admin fee / account holder | $103 | $4,395-97.6% | $5,329-98.1% | $5,403-98.1% |