See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC3 years Service code 27 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Advisory (Plan) | $39,893 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $19,180 |
THE MANDMARBLESTONE GROUP LLC7+ years Filed as: MANDMARBLESTONE GROUP LLC Service code 13 ONE RAYMOND DRIVE · HAVERTOWN, PA 190833100 | Contract Administrator | $2,190 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,218 | $91,407-45.1% | $135,903-63.0% | $71,457-29.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 20.88% | 29.90%-9.0pp | 68.23%-47.4pp | 28.85%-8.0pp |
| Employer contribution / active EE | $2,949 | $3,703-20.4% | $4,856-39.3% | $2,588+14.0% |
| Participant deferral / active EE | $9,137 | $7,092+28.8% | $7,758+17.8% | $4,289+113.1% |
| Admin fee / account holder | $199 | $1,266-84.3% | $10,762-98.2% | $1,587-87.5% |