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 |
|---|---|---|
STIFEL NICOLAUS & CO INC7 years Filed as: STIFEL, NICOLAUS & CO INC Service code 27 501 N BROADWAY · ST LOUIS, MO 63102 | Advisory (Plan) | $35,676 |
CARR, RIGGS & INGRAM, LLC4 years Service code 10 7025 ALBERT PICK RD · GREENSBORO, NC 27409 | Accounting | $13,700 |
TRINITY PENSION GROUP, LLC10+ years Service code 13 POST OFFICE BOX 2159 · JAMESTOWN, NC 27282 | Contract Administrator | $10,750 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $4,133 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,189 | $102,317+115.2% | $146,958+49.8% | $80,856+172.3% |
| Participation rate | 97.8% | 75.8%+22.0pp | 82.2%+15.7pp | 67.6%+30.2pp |
| Annual return | 14.54% | 134.76%-120.2pp | 418.34%-403.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,437 | $3,713-34.4% | $4,933-50.6% | $2,755-11.5% |
| Participant deferral / active EE | $8,078 | $6,644+21.6% | $8,070+0.1% | $4,296+88.0% |
| Admin fee / account holder | $480 | $7,941-94.0% | $12,998-96.3% | $6,918-93.1% |