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 4-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 245 SUMMER STREET · BOSTON, MA 02210 | Loan Processing | $114,404 |
AMERICAN FUNDS2+ years Filed as: REGATTA CAPITAL GROUP LLC Service code 27 · EIN 26-0825177 2321 ROSECRANS AVE., SUITE 2225 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $83,212 |
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 | $42,112 | $95,274-55.8% | $135,903-69.0% | $74,419-43.4% |
| Participation rate | 95.8% | 78.2%+17.6pp | 81.9%+13.9pp | 70.7%+25.0pp |
| Annual return | 24.05% | 32.77%-8.7pp | 68.23%-44.2pp | 34.38%-10.3pp |
| Employer contribution / active EE | $2,942 | $3,874-24.1% | $4,856-39.4% | $2,637+11.5% |
| Participant deferral / active EE | $9,867 | $7,782+26.8% | $7,758+27.2% | $4,528+117.9% |
| Admin fee / account holder | $233 | $266-12.3% | $10,762-97.8% | $348-32.9% |