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 RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,375 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 49 · EIN 26-4310632 | Other Services | $19 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $86,136 | $75,183+14.6% | $123,892-30.5% | $55,167+56.1% |
| Participation rate | 79.1% | 72.8%+6.3pp | 81.4%-2.3pp | 69.0%+10.1pp |
| Annual return | 8.76% | 19.01%-10.2pp | 47.52%-38.8pp | 169.23%-160.5pp |
| Employer contribution / active EE | $1,199 | $2,823-57.5% | $4,617-74.0% | $1,963-38.9% |
| Participant deferral / active EE | $3,662 | $5,084-28.0% | $5,984-38.8% | $3,054+19.9% |
| Admin fee / account holder | $45 | $663-93.1% | $8,357-99.5% | $504-91.0% |