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: DELTA CAPITAL GROUP Service code 27 · EIN 02-0699409 | Advisory (Plan) | $83,167 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $38,712 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $98,504 | $74,188+32.8% | $115,756-14.9% | $64,808+52.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 71.5%+28.5pp |
| Annual return | -14.08% | -11.81%-2.3pp | 143.14%-157.2pp | 32.82%-46.9pp |
| Employer contribution / active EE | $2,994 | $3,365-11.0% | $3,793-21.0% | $2,506+19.5% |
| Participant deferral / active EE | $10,259 | $5,294+93.8% | $6,254+64.0% | $4,310+138.0% |
| Admin fee / account holder | $292 | $148+96.8% | $8,124-96.4% | $188+55.5% |