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 3-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 |
|---|---|---|
MAGII PENSION SERVICES LLC2 years Filed as: MAGII PENSION SERVICES Service code 13 490 WHEELER RD STE 265 · HAUPPAUGE, NY 117884365 | Contract Administrator | $68,025 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SER Service code 64 | Recordkeeping Fees | $2,313 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 11-3018002 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,313 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,093 | $67,984-44.0% | $65,493-41.8% | $74,304-48.7% |
| Participation rate | 54.8% | 66.3%-11.5pp | 73.1%-18.3pp | 60.3%-5.5pp |
| Annual return | 14.91% | 19.87%-5.0pp | 982.45%-967.5pp | 29.43%-14.5pp |
| Employer contribution / active EE | $1,251 | $2,491-49.8% | $2,574-51.4% | $2,241-44.2% |
| Participant deferral / active EE | $2,969 | $3,346-11.3% | $3,961-25.0% | $3,767-21.2% |
| Admin fee / account holder | $264 | $1,373-80.7% | $5,028-94.7% | $2,969-91.1% |