Filed October 17, 2014
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 |
|---|---|---|
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $27,144 |
Filed as: BLUE RIDGE ASSOCIATES Service code 13 154 HANSEN RD STE 102 · CHARLOTTESVILLE, VA 229118839 | Contract Administrator | $23,494 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,052 | $108,549-32.7% | $156,263-53.3% | $85,563-14.6% |
| Participation rate | 93.9% | 77.1%+16.8pp | 78.9%+15.0pp | 66.0%+28.0pp |
| Annual return | 22.86% | 21.79%+1.1pp | 59.47%-36.6pp | 31.51%-8.7pp |
| Employer contribution / active EE | $758 | $2,690-71.8% | $4,333-82.5% | $2,654-71.4% |
| Participant deferral / active EE | $5,563 | $4,800+15.9% | $6,158-9.7% | $4,375+27.1% |
| Admin fee / account holder | $105 | $650-83.8% | $14,255-99.3% | $834-87.4% |