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 |
|---|---|---|
AMERICAN FUNDS3 years Filed as: COASTAL CAPITAL GROUP, INC. Service code 15 · EIN 47-3835496 | Recordkeeping | $38,241 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,504 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
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 | $46,691 | $100,801-53.7% | $149,696-68.8% | $73,409-36.4% |
| Participation rate | 96.4% | 77.7%+18.7pp | 82.5%+13.9pp | 72.2%+24.2pp |
| Annual return | 19.09% | 265.34%-246.2pp | 276.60%-257.5pp | 59.29%-40.2pp |
| Employer contribution / active EE | $2,922 | $3,312-11.8% | $4,644-37.1% | $2,234+30.8% |
| Participant deferral / active EE | $8,739 | $6,404+36.5% | $6,842+27.7% | $3,805+129.6% |
| Admin fee / account holder | $101 | $181-44.0% | $9,309-98.9% | $158-35.9% |