Filed February 12, 2025 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BBM FINANCIAL SERVICES, INC2 years Service code 13 | Contract Administrator | $3,350 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RTMT PLAN SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $3,350 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,444 | $47,456-63.2% | $172,739-89.9% | $77,787-77.6% |
| Participation rate | 90.0% | 66.3%+23.7pp | 82.6%+7.4pp | 73.2%+16.8pp |
| Annual return | 19.91% | 35.57%-15.7pp | 802.84%-782.9pp | 32.57%-12.7pp |
| Employer contribution / active EE | $1,544 | $1,574-1.9% | $5,143-70.0% | $2,504-38.4% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,967-100.0% |
| Admin fee / account holder | $2 | $81-97.0% | $13,954-100.0% | $100-97.6% |