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 |
|---|---|---|
ALLEN, GIBBS & HOULIK, L.C.3 years Filed as: ALLEN, GIBBS & HOULICK, L.C. Service code 10 · EIN 43-1032601 301 N MAIN STE 1700 · WICHITA, KS 672024868 | Accounting | $9,202 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 15 · EIN 13-3180178 PO BOX 54 · FRANKLIN SQUARE, NY 110100054 | Recordkeeping | $1,677 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 15 · EIN 82-4555287 SERVICES · SAN ANTONIO, TX 782659530 | Recordkeeping | $1,126 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,913 | $55,214-51.3% | $104,607-74.3% | $73,488-63.4% |
| Participation rate | 71.2% | 67.8%+3.3pp | 74.1%-2.9pp | 70.7%+0.5pp |
| Annual return | 20.07% | 24.79%-4.7pp | 340.46%-320.4pp | 28.51%-8.4pp |
| Employer contribution / active EE | $1,275 | $1,468-13.1% | $2,681-52.4% | $2,270-43.8% |
| Participant deferral / active EE | $1,991 | $2,925-31.9% | $3,740-46.8% | $3,740-46.8% |
| Admin fee / account holder | $143 | $424-66.3% | $6,473-97.8% | $513-72.2% |