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 |
|---|---|---|
CATANESE GROUP3 years Filed as: CANTANESE GROUP Service code 10 · EIN 25-1685380 307 STATE STREET · JOHNSTOWN, PA 15905 | Accounting | $15,000 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 · EIN 82-4555287 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,213 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,675 | $35,485-16.4% | $74,550-60.2% | $55,725-46.7% |
| Participation rate | 55.7% | 62.5%-6.9pp | 69.1%-13.5pp | 70.9%-15.2pp |
| Annual return | -5.92% | 0.72%-6.6pp | 32.53%-38.5pp | 244.93%-250.9pp |
| Employer contribution / active EE | $922 | $777+18.6% | $1,961-53.0% | $2,078-55.6% |
| Participant deferral / active EE | $1,963 | $2,181-10.0% | $3,108-36.8% | $3,356-41.5% |
| Admin fee / account holder | $105 | $114-8.0% | $5,060-97.9% | $115-8.7% |