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 FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $57,317 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $51,080 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,876 | $42,353+91.0% | $79,550+1.7% | $64,808+24.8% |
| Participation rate | 75.5% | 64.8%+10.7pp | 69.5%+6.0pp | 71.5%+4.0pp |
| Annual return | -15.67% | -12.24%-3.4pp | 0.16%-15.8pp | 32.82%-48.5pp |
| Employer contribution / active EE | $1,682 | $1,181+42.4% | $2,413-30.3% | $2,506-32.9% |
| Participant deferral / active EE | $5,632 | $3,170+77.7% | $3,985+41.3% | $4,310+30.7% |
| Admin fee / account holder | $154 | $160-3.8% | $6,832-97.8% | $188-18.2% |