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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $6,872 |
TD AMERITRADE, INC.4 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $125 |
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 | $390,704 | $98,750+295.7% | $149,696+161.0% | $79,858+389.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 18.68% | 27.43%-8.8pp | 276.60%-257.9pp | 31.71%-13.0pp |
| Employer contribution / active EE | $24,154 | $3,216+650.9% | $4,644+420.1% | $2,471+877.6% |
| Participant deferral / active EE | $14,315 | $5,680+152.0% | $6,842+109.2% | $3,740+282.7% |
| Admin fee / account holder | $47 | $6,053-99.2% | $9,309-99.5% | $5,306-99.1% |