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 6-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 |
|---|---|---|
MMA SECURITIES LLC2+ years Service code 17 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Pension Consulting | $19,607 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 15 333 S. HOPE ST. · LOS ANGELES, CA 90071 | Recordkeeping | $9,655 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: KDP RETIREMENT PLAN SERVICES, INC. Service code 10 · EIN 38-3478073 3060 LAKE EASTBROOK BLVD SE · GRAND RAPIDS, MI 49512 | Accounting | $7,275 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,621 | $73,638-50.3% | $95,952-61.8% | $73,488-50.2% |
| Participation rate | 93.7% | 76.2%+17.5pp | 77.1%+16.6pp | 70.7%+23.0pp |
| Annual return | 19.02% | 16.78%+2.2pp | 91.61%-72.6pp | 28.51%-9.5pp |
| Employer contribution / active EE | $555 | $1,863-70.2% | $2,541-78.2% | $2,270-75.6% |
| Participant deferral / active EE | $3,105 | $3,617-14.1% | $4,167-25.5% | $3,740-17.0% |
| Admin fee / account holder | $142 | $482-70.6% | $6,795-97.9% | $513-72.4% |