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 |
|---|---|---|
THE ADVISORY GROUP4+ years Service code 27 20955 PATHFINDER RD., SUITE 110 · DIAMOND BAR, CA 91765 | Advisory (Plan) | $26,021 |
AMERICAN FUNDS3 years Filed as: CAPITAL RESEARCH & MGMT, CO INC. Service code 64 · EIN 20-3691658 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $6,225 |
Service code 13 · EIN 95-3949084 880 APOLLO ST., SUITE 215 · EL SEGUNDO, CA 902454782 | Contract Administrator | $1,750 |
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $91,206 | $43,504+109.6% | $68,793+32.6% | $56,287+62.0% |
| Participation rate | 98.3% | 67.8%+30.5pp | 72.2%+26.1pp | 69.9%+28.5pp |
| Annual return | -3.81% | -3.15%-0.7pp | -4.63%+0.8pp | -9.96%+6.2pp |
| Employer contribution / active EE | $5,528 | $1,525+262.4% | $2,625+110.6% | $2,111+161.8% |
| Participant deferral / active EE | $5,424 | $2,509+116.2% | $3,311+63.8% | $3,350+61.9% |
| Admin fee / account holder | $181 | $515-64.9% | $5,131-96.5% | $521-65.3% |