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 13 · EIN 42-0127290 | Contract Administrator | $11,731 |
AMERICAN FUNDS1 year Filed as: CAPITAL ANALYSTS INC Service code 27 · EIN 23-1691523 | Advisory (Plan) | $8,752 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $73,250 | $77,503-5.5% | $100,391-27.0% | $80,856-9.4% |
| Participation rate | 94.5% | 76.9%+17.6pp | 81.5%+13.1pp | 67.6%+26.9pp |
| Annual return | 16.62% | 37.20%-20.6pp | 49.20%-32.6pp | 35.59%-19.0pp |
| Employer contribution / active EE | $24 | $2,801-99.1% | $3,942-99.4% | $2,755-99.1% |
| Participant deferral / active EE | $17,636 | $6,820+158.6% | $8,082+118.2% | $4,296+310.5% |
| Admin fee / account holder | $208 | $5,897-96.5% | $7,899-97.4% | $6,918-97.0% |