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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 GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $76,244 |
WARREN AVERETT, LLC4 years Filed as: WARREN AVERETT ASSET MANAGEMENT LLC Service code 10 2500 ACTION RD · BIRMINGHHAM, AK 35243 | Accounting | $47,096 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,376 | $50,956-48.2% | $96,562-72.7% | $86,799-69.6% |
| Participation rate | 82.2% | 65.2%+17.0pp | 69.8%+12.4pp | 72.3%+10.0pp |
| Annual return | 25.90% | 21.27%+4.6pp | 37.78%-11.9pp | 97.91%-72.0pp |
| Employer contribution / active EE | $584 | $1,111-47.4% | $2,356-75.2% | $2,405-75.7% |
| Participant deferral / active EE | $425 | $2,954-85.6% | $3,849-89.0% | $4,131-89.7% |
| Admin fee / account holder | $149 | $166-10.4% | $6,181-97.6% | $170-12.3% |