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 |
|---|---|---|
TRILOGY CAPITAL INC2 years Service code 27 17011 BEACH BLVD UNIT 800 · HUNTINGTON BEACH, CA 92647 | Advisory (Plan) | $23,622 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $962 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,177 | $86,332-48.8% | $125,175-64.7% | $65,185-32.2% |
| Participation rate | 97.7% | 75.3%+22.3pp | 79.8%+17.9pp | 70.2%+27.5pp |
| Annual return | 21.69% | 27.43%-5.7pp | 43.79%-22.1pp | 29.38%-7.7pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,865-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,759 | $3,537-22.0% | $4,937-44.1% | $3,514-21.5% |
| Admin fee / account holder | $139 | $609-77.2% | $9,702-98.6% | $847-83.6% |