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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $40,706 |
AMERICAN FUNDS6 years Filed as: COASTAL CAPITAL GROUP Service code 27 · EIN 47-3835496 | Advisory (Plan) | $39,206 |
BOIVIN & ASSOCIATES5 years Service code 10 · EIN 27-1516157 | Accounting | $7,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,215 | $82,202-46.2% | $125,339-64.7% | $64,808-31.8% |
| Participation rate | 85.8% | 77.9%+7.9pp | 82.4%+3.4pp | 71.5%+14.3pp |
| Annual return | -15.95% | 3.48%-19.4pp | 572.05%-588.0pp | 32.82%-48.8pp |
| Employer contribution / active EE | $2,023 | $3,615-44.0% | $4,814-58.0% | $2,506-19.3% |
| Participant deferral / active EE | $8,730 | $7,175+21.7% | $7,446+17.2% | $4,310+102.5% |
| Admin fee / account holder | $238 | $163+45.5% | $10,010-97.6% | $188+26.5% |