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 | $69,622 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $52,751 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $76,567 | $40,174+90.6% | $84,015-8.9% | $67,579+13.3% |
| Participation rate | 75.4% | 62.7%+12.7pp | 69.0%+6.4pp | 71.3%+4.1pp |
| Annual return | 20.46% | 25.82%-5.4pp | 71.31%-50.9pp | 378.56%-358.1pp |
| Employer contribution / active EE | $1,343 | $808+66.3% | $1,983-32.3% | $2,148-37.5% |
| Participant deferral / active EE | $4,277 | $2,301+85.9% | $3,239+32.1% | $3,539+20.8% |
| Admin fee / account holder | $183 | $128+43.0% | $6,101-97.0% | $142+28.9% |