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 |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $6,575 |
TD AMERITRADE, INC.3 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $83 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $321,105 | $89,355+259.4% | $141,162+127.5% | $72,985+340.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 25.52% | 111.85%-86.3pp | 71.39%-45.9pp | 81.00%-55.5pp |
| Employer contribution / active EE | $25,458 | $3,114+717.4% | $4,735+437.7% | $2,440+943.4% |
| Participant deferral / active EE | $13,856 | $5,418+155.7% | $6,709+106.5% | $3,607+284.1% |
| Admin fee / account holder | $46 | $5,958-99.2% | $10,261-99.5% | $5,124-99.1% |