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 FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $3,349 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 49 · EIN 26-4310632 | Other Services | $14 |
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 | $109,680 | $71,192+54.1% | $117,854-6.9% | $62,292+76.1% |
| Participation rate | 89.8% | 74.2%+15.6pp | 79.7%+10.2pp | 69.5%+20.3pp |
| Annual return | 20.26% | 18.66%+1.6pp | 335.08%-314.8pp | 28.90%-8.6pp |
| Employer contribution / active EE | $2,021 | $1,934+4.5% | $3,786-46.6% | $2,042-1.1% |
| Participant deferral / active EE | $5,017 | $3,189+57.3% | $4,482+12.0% | $3,169+58.3% |
| Admin fee / account holder | $17 | $587-97.2% | $8,020-99.8% | $479-96.5% |