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 8-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 SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $20,892 |
Filed as: MESIROW FINANCIAL INVESTMENT Service code 27 353 N CLARK ST · CHICAGO, IL 60654 | Advisory (Plan) | $15,522 |
JAMES M MOYNA CPA PC1 year Service code 99 872 S MILWAUKEE AVE STE 124 · LIBERTYVILLE, IL 60048 | Other Fees | $8,750 |
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 | $32,532 | $60,795-46.5% | $69,455-53.2% | $65,185-50.1% |
| Participation rate | 98.1% | 74.9%+23.3pp | 74.6%+23.5pp | 70.2%+27.9pp |
| Annual return | 28.29% | 17.46%+10.8pp | 28.97%-0.7pp | 29.38%-1.1pp |
| Employer contribution / active EE | $2,859 | $2,452+16.6% | $2,779+2.9% | $2,177+31.3% |
| Participant deferral / active EE | $5,075 | $3,162+60.5% | $3,535+43.6% | $3,514+44.4% |
| Admin fee / account holder | $245 | $314-21.8% | $3,839-93.6% | $847-71.0% |