See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $12,472 |
Filed as: EDWARD D JONES & CO Service code 27 · EIN 43-0345811 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $4,888 |
LOREN D. STARK COMPANY4 years Filed as: LOREN D STARK COMPANY Service code 13 10750 ROCKLEY RD · HOUSTON, TX 770993516 | Contract Administrator | $4,254 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,755 | $80,724-79.2% | $103,333-83.8% | $74,495-77.5% |
| Participation rate | 68.3% | 65.7%+2.7pp | 74.5%-6.2pp | 67.2%+1.1pp |
| Annual return | 10.17% | 27.56%-17.4pp | 24.88%-14.7pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $839 | $3,157-73.4% | $3,868-78.3% | $2,623-68.0% |
| Participant deferral / active EE | $1,372 | $3,860-64.5% | $5,057-72.9% | $4,346-68.4% |
| Admin fee / account holder | $122 | $2,368-94.8% | $8,355-98.5% | $1,942-93.7% |