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 |
|---|---|---|
Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $39,753 |
TAYLOR SECURITIES2 years Filed as: TAYLOR OWEN Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $14,175 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $131,149 | $70,908+85.0% | $98,907+32.6% | $73,488+78.5% |
| Participation rate | 83.0% | 73.8%+9.3pp | 76.0%+7.0pp | 70.7%+12.4pp |
| Annual return | 13.56% | 34.17%-20.6pp | 196.43%-182.9pp | 28.51%-14.9pp |
| Employer contribution / active EE | $930 | $2,036-54.4% | $2,689-65.4% | $2,270-59.1% |
| Participant deferral / active EE | $5,089 | $3,500+45.4% | $4,244+19.9% | $3,740+36.1% |
| Admin fee / account holder | $408 | $535-23.7% | $6,642-93.9% | $513-20.4% |