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 FUNDS1 year Filed as: CAPITAL RESEARCH MANAGEMENT COMPANY Service code 15 55TH FLOOR · LOS ANGELES, CA 90071 | Recordkeeping | $625 |
Filed as: LINCOLN INVESTMENT PLANNING, INC Service code 63 | 12b-1 Fees | $0 |
Filed as: LINCOLN INVESTMENT PLANNING, INC. Service code 63 · EIN 23-1702591 | 12b-1 Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $62,147 | $95,416-34.9% | $185,823-66.6% | $85,850-27.6% |
| Participation rate | 46.6% | 68.8%-22.2pp | 81.7%-35.1pp | 69.3%-22.7pp |
| Annual return | 213.12% | 23.59%+189.5pp | 122.05%+91.1pp | 318.53%-105.4pp |
| Employer contribution / active EE | $856 | $3,314-74.2% | $5,167-83.4% | $2,565-66.6% |
| Participant deferral / active EE | $1,999 | $3,423-41.6% | $5,568-64.1% | $3,952-49.4% |
| Admin fee / account holder | $9 | $7,213-99.9% | $16,237-99.9% | $6,260-99.9% |