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 |
|---|---|---|
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 · EIN 82-4555287 | Recordkeeping Fees | $2,117 |
BURLEIGH CONSULTING GROUP5 years Service code 13 465 JACK KRAMER DR SUITE 2 · MEMPHIS, TN 38117 | Contract Administrator | $1,726 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $16,359 | $29,548-44.6% | $56,411-71.0% | $77,643-78.9% |
| Participation rate | 22.5% | 32.7%-10.2pp | 52.5%-30.0pp | 70.6%-48.1pp |
| Annual return | 14.15% | 19.01%-4.9pp | 1701.33%-1687.2pp | 31.24%-17.1pp |
| Employer contribution / active EE | $573 | $568+1.0% | $1,039-44.8% | $2,726-79.0% |
| Participant deferral / active EE | $963 | $1,061-9.2% | $1,952-50.6% | $4,647-79.3% |
| Admin fee / account holder | $15 | $1,046-98.5% | $2,829-99.5% | $430-96.5% |