Filed September 12, 2019 (most recent of 2 filings on file)
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 |
|---|---|---|
THE BENEFIT PRACTICE6 years Service code 13 1055 WASHINGTON BLVD.SUITE 610 · STAMFORD, CT 069012218 | Contract Administrator | $4,847 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,289 | $60,989+23.4% | $60,874+23.7% | $66,914+12.5% |
| Participation rate | 75.9% | 74.5%+1.4pp | 73.1%+2.8pp | 69.8%+6.1pp |
| Annual return | -13.64% | -9.60%-4.0pp | 16.90%-30.5pp | 1.58%-15.2pp |
| Employer contribution / active EE | $3,928 | $2,661+47.6% | $2,701+45.4% | $2,544+54.4% |
| Participant deferral / active EE | $5,996 | $3,615+65.9% | $3,817+57.1% | $4,237+41.5% |
| Admin fee / account holder | $33 | $338-90.1% | $3,224-99.0% | $593-94.4% |