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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.
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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 FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 64 · EIN 82-4555287 | Recordkeeping Fees | $105,909 |
SANCTUARY ADVISORS, LLC3 years Filed as: SANCTUARY ADVISORS LLC Service code 27 250 W 96TH ST STE 300 · INDIANAPOLIS, IN 46260 | Advisory (Plan) | $87,728 |
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT BENEIT CONSULTANTS Service code 13 2500 ACTON ROAD · BIRMINGHAM, AL 35243 | Contract Administrator | $22,947 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,771 | $112,623-49.6% | $106,213-46.6% | $199,593-71.6% |
| Participation rate | 54.4% | 86.2%-31.8pp | 75.3%-20.8pp | 72.0%-17.5pp |
| Annual return | 17.63% | 15.57%+2.1pp | 116.14%-98.5pp | 34.25%-16.6pp |
| Employer contribution / active EE | $1,358 | $4,575-70.3% | $3,171-57.2% | $3,034-55.2% |
| Participant deferral / active EE | $2,532 | $6,659-62.0% | $5,016-49.5% | $5,087-50.2% |
| Admin fee / account holder | $165 | $107+53.9% | $11,033-98.5% | $269-38.7% |