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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $12,370 |
Filed as: BARNES DENNIG & CO LTD Service code 99 150 E FOURTH ST · CINCINNATI, OH 45202 | Other Fees | $11,500 |
THE GILLON GROUP PLLC1 year Service code 99 522 MAIN ST · NATCHEZ, MS 39121 | Other Fees | $4,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,091 | $65,435-60.1% | $86,677-69.9% | $66,914-61.0% |
| Participation rate | 23.5% | 75.5%-52.0pp | 76.6%-53.1pp | 69.8%-46.3pp |
| Annual return | -12.07% | -10.89%-1.2pp | 35.91%-48.0pp | 1.58%-13.7pp |
| Employer contribution / active EE | $18 | $2,153-99.2% | $2,836-99.4% | $2,544-99.3% |
| Participant deferral / active EE | $2,548 | $4,100-37.9% | $4,656-45.3% | $4,237-39.9% |
| Admin fee / account holder | $367 | $642-42.8% | $7,493-95.1% | $593-38.2% |