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 FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $2,275 |
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 13 · EIN 11-3271022 111 EXPRESS STREET · PLAINVIEW, NY 11803 | Contract Administrator | $455 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,275 | $33,067+15.7% | $76,523-50.0% | $56,287-32.0% |
| Participation rate | 45.6% | 55.4%-9.8pp | 68.0%-22.4pp | 69.9%-24.3pp |
| Annual return | -4.45% | 2.72%-7.2pp | -0.27%-4.2pp | -9.96%+5.5pp |
| Employer contribution / active EE | $1,215 | $1,200+1.2% | $2,647-54.1% | $2,111-42.5% |
| Participant deferral / active EE | $1,566 | $2,240-30.1% | $3,835-59.2% | $3,350-53.2% |
| Admin fee / account holder | $32 | $537-94.1% | $4,848-99.3% | $521-93.9% |