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 |
|---|---|---|
MERITAS ADVISORS LLC2 years Service code 27 4040 CIVIC CENTER DR STE 200 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $16,276 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,079 | $66,813-77.4% | $100,516-85.0% | $73,488-79.5% |
| Participation rate | 90.6% | 77.5%+13.1pp | 79.4%+11.2pp | 70.7%+19.9pp |
| Annual return | 41.53% | 25.70%+15.8pp | 30.89%+10.6pp | 28.51%+13.0pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,354 | $5,883+8.0% | $6,270+1.3% | $3,740+69.9% |
| Admin fee / account holder | $61 | $512-88.0% | $8,081-99.2% | $513-88.0% |