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 |
|---|---|---|
EDWARD JONES1 year Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $4,545 |
TCG GROUP HOLDINGS, LLP1 year Filed as: TCG ADMINISTRATORS Service code 13 900 S CAPITAL OF TEXAS HWY STE 350 · AUSTIN, TX 78746 | Contract Administrator | $3,277 |
FROST, PLLC1 year Filed as: FROST PLLC Service code 13 425 W CAPITOL AVE STE 3300 · LITTLE ROCK, AR 72201 | Contract Administrator | $1,694 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $953 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,800 | $29,548-53.3% | $56,411-75.5% | $77,643-82.2% |
| Participation rate | 23.6% | 32.7%-9.1pp | 52.5%-28.9pp | 70.6%-47.0pp |
| Annual return | 26.71% | 19.01%+7.7pp | 1701.33%-1674.6pp | 31.24%-4.5pp |
| Employer contribution / active EE | $303 | $568-46.5% | $1,039-70.8% | $2,726-88.9% |
| Participant deferral / active EE | $403 | $1,061-62.0% | $1,952-79.4% | $4,647-91.3% |
| Admin fee / account holder | $69 | $1,046-93.4% | $2,829-97.6% | $430-84.0% |