Filed December 15, 2022 (most recent of 6 filings on file)
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 10-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 |
|---|---|---|
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $345,182 |
UBS FINANCIAL SERVICES INC9+ years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $282,124 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $160,042 | $2,679,533-94.0% | $164,813-2.9% | $199,593-19.8% |
| Participation rate | 93.7% | 78.3%+15.3pp | 78.6%+15.1pp | 72.0%+21.7pp |
| Annual return | 17.42% | 17.93%-0.5pp | 69.93%-52.5pp | 34.25%-16.8pp |
| Employer contribution / active EE | $7,117 | $2,970+139.6% | $4,341+63.9% | $3,034+134.5% |
| Participant deferral / active EE | $5,471 | $5,010+9.2% | $6,031-9.3% | $5,087+7.6% |
| Admin fee / account holder | $154 | $1,982-92.2% | $12,690-98.8% | $269-42.7% |