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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.
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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: MV CAPITAL MANAGEMENT INC. Service code 27 3 BETHESDA METRO CENTER · BETHESDA, MD 20814 | Advisory (Plan) | $13,803 |
Filed as: RETIREMENT BENEFIT SOLUTIONS LLC Service code 13 205 VAN BUREN STREET · HERNDON, VA 20170 | Contract Administrator | $569 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $263 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,204 | $82,664+20.0% | $125,339-20.9% | $68,494+44.8% |
| Participation rate | 55.2% | 75.0%-19.8pp | 82.4%-27.2pp | 67.9%-12.7pp |
| Annual return | -18.19% | -5.97%-12.2pp | 572.05%-590.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $657 | $3,381-80.6% | $4,814-86.4% | $2,596-74.7% |
| Participant deferral / active EE | $4,815 | $6,110-21.2% | $7,446-35.3% | $4,027+19.6% |
| Admin fee / account holder | $219 | $6,275-96.5% | $10,010-97.8% | $5,403-95.9% |