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 10-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 |
|---|---|---|
PENSION PLAN SPECIALISTS, PC4 years Service code 13 805 BROADWAY STREET SUITE 600 · VANCOUVER, WA 98660 | Contract Administrator | $6,150 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV. Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,750 |
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 | $56,214 | $80,724-30.4% | $103,333-45.6% | $74,495-24.5% |
| Participation rate | 87.1% | 65.7%+21.4pp | 74.5%+12.5pp | 67.2%+19.9pp |
| Annual return | 13.86% | 27.56%-13.7pp | 24.88%-11.0pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $1,243 | $3,157-60.6% | $3,868-67.9% | $2,623-52.6% |
| Participant deferral / active EE | $5,857 | $3,860+51.7% | $5,057+15.8% | $4,346+34.8% |
| Admin fee / account holder | $36 | $2,368-98.5% | $8,355-99.6% | $1,942-98.1% |