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 |
|---|---|---|
EIDE BAILLY LLP1 year Service code 99 · EIN 45-0250958 PO BOX 1914 · BISMARCK, ND 585021914 | Other Fees | $12,500 |
Service code 13 · EIN 36-4430093 119 E PALATINE RD STE 104 · PALATINE, IL 60067 | Contract Administrator | $5,790 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $192 |
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 | $132,792 | $137,414-3.4% | $189,513-29.9% | $85,850+54.7% |
| Participation rate | 92.6% | 84.6%+7.9pp | 87.8%+4.7pp | 69.3%+23.2pp |
| Annual return | 17.63% | 38.14%-20.5pp | 555.15%-537.5pp | 318.53%-300.9pp |
| Employer contribution / active EE | $3,164 | $4,344-27.2% | $6,162-48.7% | $2,565+23.3% |
| Participant deferral / active EE | $5,757 | $6,260-8.0% | $8,221-30.0% | $3,952+45.7% |
| Admin fee / account holder | $3 | $8,630-100.0% | $12,045-100.0% | $6,260-99.9% |