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 |
|---|---|---|
CADARET GRANT & CO INC3+ years Service code 27 100 MADISON ST., STE. 1300 · SYRACUSE, NY 13202 | Advisory (Plan) | $83,476 |
AMERICAN FUNDS3+ years Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $48,801 |
ACTUARIAL BENEFITS CORP1 year Filed as: ACTUARIAL CONSULTING SERVICES Service code 99 30 BRYANT WOODS NORTH · AMHERST, NY 14228 | Other Fees | $28,160 |
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 | $122,880 | $89,436+37.4% | $164,813-25.4% | $77,643+58.3% |
| Participation rate | 78.3% | 78.6%-0.3pp | 78.6%-0.3pp | 70.6%+7.8pp |
| Annual return | 17.50% | 28.83%-11.3pp | 69.93%-52.4pp | 31.24%-13.7pp |
| Employer contribution / active EE | $1,727 | $2,569-32.8% | $4,341-60.2% | $2,726-36.7% |
| Participant deferral / active EE | $8,568 | $4,897+75.0% | $6,031+42.1% | $4,647+84.4% |
| Admin fee / account holder | $247 | $339-27.3% | $12,690-98.1% | $430-42.6% |