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 |
|---|---|---|
TRISTAR PENSION LTD3+ years Service code 13 9150 N. MAY AVENUE SUITE A · OKLAHOMA CITY, OK 73120 | Contract Administrator | $24,675 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MGMT CO. INC. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $4,564 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,422 | $80,753-4.1% | $136,294-43.2% | $62,292+24.3% |
| Participation rate | 94.6% | 73.5%+21.0pp | 81.9%+12.7pp | 69.5%+25.1pp |
| Annual return | 14.44% | 35.83%-21.4pp | 5155.94%-5141.5pp | 28.90%-14.5pp |
| Employer contribution / active EE | $4,076 | $2,884+41.4% | $4,695-13.2% | $2,042+99.6% |
| Participant deferral / active EE | $4,224 | $5,164-18.2% | $6,247-32.4% | $3,169+33.3% |
| Admin fee / account holder | $0 | $525-100.0% | $9,243-100.0% | $479-100.0% |