Filed December 18, 2017
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: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,103 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $66,302 | $54,573+21.5% | $90,951-27.1% | $73,488-9.8% |
| Participation rate | 74.5% | 61.2%+13.3pp | 69.0%+5.5pp | 70.7%+3.8pp |
| Annual return | 16.12% | 16.69%-0.6pp | 134.60%-118.5pp | 28.51%-12.4pp |
| Employer contribution / active EE | $719 | $991-27.5% | $2,122-66.1% | $2,270-68.3% |
| Participant deferral / active EE | $4,300 | $2,517+70.8% | $3,373+27.5% | $3,740+15.0% |
| Admin fee / account holder | $8 | $521-98.4% | $5,959-99.9% | $513-98.4% |