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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,338 |
MORGAN STANLEY SMITH BARNEY5+ years Service code 49 · EIN 26-4310632 | Other Services | $3 |
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 | $117,940 | $86,332+36.6% | $125,175-5.8% | $65,185+80.9% |
| Participation rate | 52.9% | 75.3%-22.4pp | 79.8%-26.9pp | 70.2%-17.3pp |
| Annual return | 21.20% | 27.43%-6.2pp | 43.79%-22.6pp | 29.38%-8.2pp |
| Employer contribution / active EE | $2,740 | $2,040+34.3% | $3,865-29.1% | $2,177+25.9% |
| Participant deferral / active EE | $2,514 | $3,537-28.9% | $4,937-49.1% | $3,514-28.4% |
| Admin fee / account holder | $33 | $609-94.6% | $9,702-99.7% | $847-96.1% |