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 4-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 |
|---|---|---|
SECURITIES AMERICA INC3 years Service code 27 12325 PORT GRACE BLVD · LA VISTA, NE 68103 | Advisory (Plan) | $41,337 |
AMERICAN FUNDS4+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $12,179 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,477 | $89,436-52.5% | $164,813-74.2% | $77,643-45.3% |
| Participation rate | 91.2% | 78.6%+12.6pp | 78.6%+12.6pp | 70.6%+20.6pp |
| Annual return | 16.39% | 28.83%-12.4pp | 69.93%-53.5pp | 31.24%-14.8pp |
| Employer contribution / active EE | $2,749 | $2,569+7.0% | $4,341-36.7% | $2,726+0.8% |
| Participant deferral / active EE | $4,664 | $4,897-4.8% | $6,031-22.7% | $4,647+0.4% |
| Admin fee / account holder | $103 | $339-69.7% | $12,690-99.2% | $430-76.1% |