Filed June 4, 2018
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 FUNDS2 years Filed as: THE CAPITAL GROUP Service code 15 · EIN 46-4255096 | Recordkeeping | $46,996 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $27,854 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $27,573 | $88,122-68.7% | $141,162-80.5% | $67,579-59.2% |
| Participation rate | 57.1% | 76.5%-19.3pp | 82.5%-25.3pp | 71.3%-14.1pp |
| Annual return | 24.30% | 75.40%-51.1pp | 71.39%-47.1pp | 378.56%-354.3pp |
| Employer contribution / active EE | $1,200 | $3,224-62.8% | $4,735-74.7% | $2,148-44.2% |
| Participant deferral / active EE | $4,271 | $5,958-28.3% | $6,709-36.3% | $3,539+20.7% |
| Admin fee / account holder | $181 | $131+38.1% | $10,261-98.2% | $142+27.1% |