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 9-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 |
|---|---|---|
Filed as: AMERICAN RETIREMENT PLAN SERVICES Service code 13 · EIN 52-2025778 11350 MCCORMICK ROAD · HUNT VALLEY, MD 21031 | Contract Administrator | $1,575 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 95-6817943 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $425 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,098 | $55,415-47.5% | $155,509-81.3% | $74,495-60.9% |
| Participation rate | 85.3% | 61.9%+23.4pp | 78.2%+7.1pp | 67.2%+18.1pp |
| Annual return | 17.92% | 268.50%-250.6pp | 64.67%-46.8pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $88 | $2,267-96.1% | $4,672-98.1% | $2,623-96.6% |
| Participant deferral / active EE | $4,500 | $2,836+58.7% | $5,626-20.0% | $4,346+3.6% |
| Admin fee / account holder | $9 | $1,738-99.5% | $15,912-99.9% | $1,942-99.5% |