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 13 · EIN 42-0127290 | Contract Administrator | $27,316 |
Filed as: SFG WEALTH MANAGMENT Service code 99 1104 KENILOWORTH DR STE 500 · TOWSON, MD 21204 | Other Fees | $10,530 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $7,890 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $7,758 |
Filed as: POLLARD & ASSOCIATES INC Service code 13 1 NORTH PARK DRIVE STE 104 · HUNTVALLEY, MD 21030 | Contract Administrator | $1,050 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $30,117 | $55,415-45.7% | $155,509-80.6% | $74,495-59.6% |
| Participation rate | 94.2% | 61.9%+32.3pp | 78.2%+16.0pp | 67.2%+27.0pp |
| Annual return | 13.75% | 268.50%-254.7pp | 64.67%-50.9pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $3,396 | $2,267+49.8% | $4,672-27.3% | $2,623+29.5% |
| Participant deferral / active EE | $7,843 | $2,836+176.5% | $5,626+39.4% | $4,346+80.5% |
| Admin fee / account holder | $218 | $1,738-87.4% | $15,912-98.6% | $1,942-88.8% |