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 |
|---|---|---|
COASTAL PENSION SERVICES3 years Service code 13 723 LEE DEFOREST DRIVE, SUITE 102 · COLUMBIA, MD 210463202 | Contract Administrator | $16,250 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRV, CA 92618 | Recordkeeping Fees | $650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,602 | $104,475-70.7% | $159,436-80.8% | $79,386-61.5% |
| Participation rate | 60.0% | 76.6%-16.6pp | 82.8%-22.8pp | 70.7%-10.7pp |
| Annual return | 15.02% | 67.95%-52.9pp | 263.57%-248.6pp | 116.85%-101.8pp |
| Employer contribution / active EE | $1,115 | $3,417-67.4% | $4,829-76.9% | $2,427-54.1% |
| Participant deferral / active EE | $4,625 | $6,467-28.5% | $7,352-37.1% | $4,046+14.3% |
| Admin fee / account holder | $90 | $711-87.3% | $10,799-99.2% | $626-85.6% |