See peer percentile detail. $4.99 for your first month.
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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 |
|---|---|---|
Service code 27 · EIN 59-6798909 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $20,675 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 95-6817943 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $15,424 |
ARS RETIREMENT CORPORATION2 years Service code 13 · EIN 72-1108038 113 OIL CENTER DR · LAFAYETTE, LA 705032441 | Contract Administrator | $1,725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,250 | $86,332-25.6% | $125,175-48.7% | $65,185-1.4% |
| Participation rate | 69.3% | 75.3%-6.0pp | 79.8%-10.5pp | 70.2%-0.9pp |
| Annual return | 21.53% | 27.43%-5.9pp | 43.79%-22.3pp | 29.38%-7.9pp |
| Employer contribution / active EE | $877 | $2,040-57.0% | $3,865-77.3% | $2,177-59.7% |
| Participant deferral / active EE | $2,595 | $3,537-26.6% | $4,937-47.4% | $3,514-26.1% |
| Admin fee / account holder | $192 | $609-68.5% | $9,702-98.0% | $847-77.3% |