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 9-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 |
|---|---|---|
Filed as: DYATECH Service code 15 · EIN 64-0936231 1026 BAPTIST CIRCLE, SUITE 300 · MADISON, MS 39110 | Recordkeeping | $15,141 |
JAMES WILLERS1 year Service code 64 · EIN 77-0620099 P O BOX 88250 · SIOUX FALLS, SD 57104 | Recordkeeping Fees | $14,381 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 63 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 926184518 | 12b-1 Fees | $550 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,554 | $52,406-68.4% | $129,207-87.2% | $74,495-77.8% |
| Participation rate | 70.2% | 53.8%+16.4pp | 69.6%+0.6pp | 67.2%+3.0pp |
| Annual return | 12.64% | 15.66%-3.0pp | 9417.33%-9404.7pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $1,068 | $1,531-30.2% | $4,153-74.3% | $2,623-59.3% |
| Participant deferral / active EE | $2,039 | $2,794-27.0% | $4,168-51.1% | $4,346-53.1% |
| Admin fee / account holder | $247 | $2,633-90.6% | $7,715-96.8% | $1,942-87.3% |