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 |
|---|---|---|
Service code 27 · EIN 59-6798909 800 CARILON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $22,829 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 95-6817943 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $11,262 |
ARS RETIREMENT CORPORATION3 years Service code 13 · EIN 72-1108038 113 OIL CENTER DR · LAFAYETTE, LA 705032441 | Contract Administrator | $1,800 |
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 | $73,080 | $81,474-10.3% | $133,956-45.4% | $73,488-0.6% |
| Participation rate | 76.0% | 76.4%-0.4pp | 79.8%-3.9pp | 70.7%+5.3pp |
| Annual return | 18.91% | 19.40%-0.5pp | 45.09%-26.2pp | 28.51%-9.6pp |
| Employer contribution / active EE | $932 | $2,209-57.8% | $3,919-76.2% | $2,270-58.9% |
| Participant deferral / active EE | $2,489 | $3,786-34.3% | $5,048-50.7% | $3,740-33.4% |
| Admin fee / account holder | $170 | $713-76.2% | $8,927-98.1% | $513-66.9% |